Chapwood Capital Investment Management, LLC is a large advisory firm based in Plano. It manages $191.62 million of regulatory assets for 324 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Florida, Louisiana, and Texas.
Chapwood Capital Investment Management provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Chapwood Capital Investment Management, LLC is $191.62 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Chapwood Capital Investment Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Kim Meyers Sams is high net worth individuals with 48 clients and $173.54 million of assets under management. Among the 10 most similar advisory firms, Chapwood Capital Investment Management has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $191.62 million for 114 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Chapwood Capital Investment Management doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Kim Meyers Sams has been acting as President since 1 Aug 2014. Amy D Suhr joined the executive team most recently as the Chief Compliance Officer, Coo.
The principal office where Chapwood Capital Investment Management, LLC performs its advisory services is located at 4965 Preston Park Blvd, Plano, TX 75093, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 972-865-2225 or by fax 972-386-9285. The normal business hours are 8:00 to 4:30 on Monday - Friday. You can find more information about the New York firm at chapwoodinvestments.com.