Overview
Assets Under Management: $278 million
Headquarters: PLANO, TX
High-Net-Worth Clients: 55
Average Client Assets: $5 million
Frequently Asked Questions
CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #138524), CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC is headquartered in PLANO, TX.
CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC serves 55 high-net-worth clients according to their SEC filing dated September 10, 2024. View client details ↓
According to their SEC Form ADV, CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC manages $278 million in client assets according to their SEC filing dated September 10, 2024.
According to their SEC Form ADV, CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.27
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 370
Non-Discretionary Accounts: 370
Regulatory Filings
CRD Number: 138524
Last Filing Date: 2024-09-10 00:00:00
Website: https://chapwoodinvestments.com