Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$339K
@ 30% margin
Est. Deal Value
$2.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
CHAPPELWOOD FINANCIAL SERVICES CORP.
DBA names
Chappelwood Financial Services
Economics
Client mix
| Individuals Other | 148 |
| Individuals High Net Worth | 18 |
Operations
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
—
Custodian & Brokerage
Primary custodian
E*Tradelow confidence
Services offered
Financial planningSelection of other advisersEducational Seminars Workshops
Fee basis
Hourly chargesOther Compensation
Filings
Latest ADV filing
04/07/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
WOODS, VICTORIA, LYNN
Control Persons
WOODS, VICTORIA, LYNN
KING, DAMON, MATTHEW
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Rdap Domain
CHAPPELWOOD.COM
Rdap Domain Creation Date
2002-05-02T19:05:23Z
Rdap Registrar
Network Solutions, LLC
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
Compliance & brand
Firm Registration Status
active
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Domain Expiration Date
2027-05-02T19:05:23Z
Rdap Domain Last Changed
2025-03-03T07:32:34Z
Rdap Nameservers
Ns8.wixdns.netNs9.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No
