Chapwood Capital Investment Management, LLC

Chapwood Capital Investment Management, LLC (CRD# 138524) is a financial advisory firm headquartered in Plano, TX. They manage $277,824,194 in 370 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
4965 Preston Park Blvd, Ste 100, Plano, TX 75093
https://www.facebook.com/chapwood/
By the Numbers
  • Total Assets Under Management
    278
    MILLION
  • Total Number of Accounts
    370
    ACCOUNTS
  • Average Account Value
    $750,876
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, TX

Financial Advisors at Chapwood Capital Investment Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Edward Butowsky, financial advisor Plano TX
Edward W. Butowsky
CRD#: 1660615
4965 Preston Park Blvd, Ste 100, Plano, TX 75093

Edward Butowsky (CRD# 1660615) is an Investment Advisor Representative working at Chapwood Capital Investment Management, LLC in Plano, TX and has over 36 years of experience in the finance industry.

2
Kim Sams, financial advisor Plano TX
Kim M. Sams
CRD#: 2715130
4965 Preston Park Blvd, Ste 100, Plano, TX 75093

Kim Sams (CRD# 2715130) is an Investment Advisor Representative working at Chapwood Capital Investment Management, LLC in Plano, TX and has over 26 years of experience in the finance industry.

3
Kristen Marsh, financial advisor Plano TX
Kristen Marsh
CRD#: 7335734
4965 Preston Park Blvd, Ste 100, Plano, TX 75093

Kristen Marsh (CRD# 7335734) is an Investment Advisor Representative working at Chapwood Capital Investment Management, LLC in Plano, TX and has over 2 years of experience in the finance industry.

4
Jordan McFarland, financial advisor Plano TX
Jordan E. McFarland
CRD#: 7416439
4965 Preston Park Blvd, Ste 100, Plano, TX 75093

Jordan McFarland (CRD# 7416439) is an Investment Advisor Representative working at Chapwood Capital Investment Management, LLC in Plano, TX and has over 2 years of experience in the finance industry.

5
Winfred Tubbs, financial advisor Plano TX
Winfred Tubbs
CRD#: 7211562
4965 Preston Park Blvd, Ste 100, Plano, TX 75093

Winfred Tubbs (CRD# 7211562) is an Investment Advisor Representative working at Chapwood Capital Investment Management, LLC in Plano, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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