CHAPPELWOOD FINANCIAL SERVICES

Overview

Chappelwood Financial Services is an independent registered investment adviser operating as a corporation that serves individual and family clients. The firm acts as a capital allocator and combines financial planning with insurance brokerage, adviser selection and client education through seminars and workshops. Its advisory relationships are structured primarily on an hourly/other fee basis, and filings show the adviser generally manages assets on a non‑discretionary basis, meaning it typically provides recommendations and portfolio design while clients or third parties retain trading authority. Investment activity is tilted toward public equities, with a clear preference for exchange‑traded instruments as the primary building block of client portfolios. Chappelwood supplements those core equity exposures with mutual funds and annuities and uses third‑party managers to gain access to hedge fund and real estate strategies. The firm is not identified as an active ESG investor and appears focused on pragmatic allocation solutions for individuals and families rather than institutional mandates.

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Public Holdings

Investments & Alternatives

Location & Offices