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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CHAPPELWOOD FINANCIAL SERVICES

CHAPPELWOOD FINANCIAL SERVICES CORP., CRD 134318

EDMOND, OK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:65bb1714-360b-8fd3-1cbd-c4ccb264a46e

Data as of Apr 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 7, 2026 to Apr 7, 2026
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $113MItem 5.F on the latest filing (2026-04-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $113MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $37.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 372
Individual clients: 148
High net worth clients: 18
SEC number: 801-135860
CRD: 134318
Filings on the tape: 1
First filed: Apr 7, 2026
Latest filed: Apr 7, 2026
Organised: Corporation, OK
Website: chappelwood.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
VICTORIA LYNN WOODS	n/a	EDMOND, OK	21	38	n/a	no
DAMON MATTHEW KING	Certified Financial Planner	EDMOND, OK	10	11	n/a	no
Weston Don DePriest	n/a	EDMOND, OK \| SCOTTSDALE, AZ	1	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KING, DAMON, MATTHEW	Cco	Na	yes	01/2026	Apr 7, 2026	Apr 7, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 7, 2026	$113M	$0	3	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$113M	n/a	n/a	n/a	n/a	3	n/a	0	n/a

Relationships

Controls (1)

← KING, DAMON, MATTHEWOwnerCCO, ownership code NA, individual
Apr 7, 2026 to presentfactForm ADV

Registered with (5)

← Weston Don DePriestAdvisorregistration: current employment
Jul 20, 2025 to presentfactForm ADV
← DAMON MATTHEW KINGAdvisorregistration: current employment
Oct 16, 2015 to presentfactForm ADV
← VICTORIA LYNN WOODSAdvisorregistration: current employment
Mar 4, 2005 to presentfactForm ADV
← Lisa Danielle WardAdvisorregistration: previous registration
Oct 6, 2023 to May 2, 2025factForm ADV
← John Huey NeelyAdvisorregistration: previous registration
Nov 13, 2018 to Mar 8, 2019factForm ADV

Dated events

Occurred
May 2, 2025
Advisor changed firm
Lisa Danielle Ward left Chappelwood Financial Services for Plumb Financial (registered 2025-05-15)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:65bb1714-360b-8fd3-1cbd-c4ccb264a46e
First observed: Apr 7, 2026
Last observed: Apr 7, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CHAPPELWOOD FINANCIAL SERVICES

CHAPPELWOOD FINANCIAL SERVICES CORP., CRD 134318

EDMOND, OK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:65bb1714-360b-8fd3-1cbd-c4ccb264a46e

Data as of Apr 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:36 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

VICTORIA LYNN WOODS

n/a

EDMOND, OK

n/a

DAMON MATTHEW KING

Certified Financial Planner

EDMOND, OK

n/a

Weston Don DePriest

n/a

EDMOND, OK | SCOTTSDALE, AZ

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KING, DAMON, MATTHEW

Cco

yes

01/2026

Apr 7, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 7, 2026

$113M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$113M

n/a