|
⚲
|
| Chapwood Capital Investment Management LLC
✚
|
|
|---|---|
| CRD # | 138524 |
| SEC # | 801-65121 |
| CIK # | 0001797334 |
| AUM | $253.7 MM (2023-03-22) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 972-865-2225 |
| Address | 4965 Preston Park Blvd Plano, TX 75093 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 26.1 |
| (b) Individuals (high net worth individuals) | 47 | 227.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 368 | 253.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 368 | 253.7 |
| Total | 368 | 253.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 253.7 | |
| Total | 368 | 253.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001797334] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
CornerStone Financial Planning LLC
✚
|
NH | 0.3 |
|
River Capital Advisors LC
✚
|
FL | 0.3 |
|
Imprint Wealth LLC
✚
|
SC | 0.3 |
|
Optimum Financial Services LLC
✚
|
MS | 0.3 |
|
RL Evans Co Inc
✚
|
WA | 0.3 |
|
Roberts Wealth Advisors LLC
✚
|
CA | 0.3 |
|
Godshalk Welsh Capital Management Inc
✚
|
PA | 0.3 |
|
Slayton Lewis Inc
✚
|
UT | 0.3 |
|
EPIQ Partners LLC
✚
|
MN | 0.3 |
|
Reframe Wealth LLC
✚
|
VA | 0.3 |