RIA Intelligence

CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC

CRD #138524 SEC #801-65121 PLANO, TX 972-865-2225
SEC Registered
Total AUM
$277.8M
Discretionary
$0
Employees
5
Clients
--
Accounts
370

AUM Over Time

DateSep 2024
Total AUM$277.8M
Discretionary$0
Non-Disc.$277.8M
Employees5
Clients0
DateFeb 2024
Total AUM$277.8M
Discretionary$0
Non-Disc.$277.8M
Employees5
Clients0
DateNov 2023
Total AUM$253.7M
Discretionary$0
Non-Disc.$253.7M
Employees4
Clients0
DateMar 2023
Total AUM$253.7M
Discretionary$0
Non-Disc.$253.7M
Employees4
Clients0
DateFeb 2023
Total AUM$253.7M
Discretionary$0
Non-Disc.$253.7M
Employees4
Clients0
DateOct 2022
Total AUM$403.7M
Discretionary$0
Non-Disc.$403.7M
Employees4
Clients0
DateSep 2022
Total AUM$403.7M
Discretionary$0
Non-Disc.$403.7M
Employees4
Clients0
DateMar 2022
Total AUM$403.7M
Discretionary$0
Non-Disc.$403.7M
Employees4
Clients0
DateFeb 2021
Total AUM$423.7M
Discretionary$423.7M
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$204.5M
Discretionary$0
Non-Disc.$204.5M
Employees4
Clients0
DateNov 2020
Total AUM$204.5M
Discretionary$0
Non-Disc.$204.5M
Employees4
Clients0
DateOct 2020
Total AUM$204.5M
Discretionary$0
Non-Disc.$204.5M
Employees4
Clients0
DateOct 2020
Total AUM$204.5M
Discretionary$0
Non-Disc.$204.5M
Employees4
Clients0
DateSep 2020
Total AUM$204.5M
Discretionary$0
Non-Disc.$204.5M
Employees4
Clients0
DateAug 2020
Total AUM$204.5M
Discretionary$0
Non-Disc.$204.5M
Employees4
Clients0
DateJun 2020
Total AUM$204.5M
Discretionary$0
Non-Disc.$204.5M
Employees4
Clients0
DateMay 2020
Total AUM$204.5M
Discretionary$0
Non-Disc.$204.5M
Employees4
Clients0
DateMar 2020
Total AUM$204.5M
Discretionary$0
Non-Disc.$204.5M
Employees4
Clients0
DateOct 2019
Total AUM$191.6M
Discretionary$0
Non-Disc.$191.6M
Employees5
Clients0
DateMay 2019
Total AUM$191.6M
Discretionary$0
Non-Disc.$191.6M
Employees5
Clients0
DateMar 2019
Total AUM$191.6M
Discretionary$0
Non-Disc.$191.6M
Employees5
Clients0
DateMay 2018
Total AUM$191.9M
Discretionary$0
Non-Disc.$191.9M
Employees4
Clients0
DateMar 2018
Total AUM$191.9M
Discretionary$0
Non-Disc.$191.9M
Employees4
Clients0
DateDec 2017
Total AUM$237.2M
Discretionary$0
Non-Disc.$237.2M
Employees4
Clients0
DateJul 2017
Total AUM$237.2M
Discretionary$0
Non-Disc.$237.2M
Employees4
Clients100
DateMar 2017
Total AUM$237.2M
Discretionary$0
Non-Disc.$237.2M
Employees4
Clients100
DateFeb 2016
Total AUM$244.2M
Discretionary$0
Non-Disc.$244.2M
Employees5
Clients100
DateJan 2016
Total AUM$284.4M
Discretionary$0
Non-Disc.$284.4M
Employees5
Clients100
DateAug 2015
Total AUM$284.4M
Discretionary$0
Non-Disc.$284.4M
Employees5
Clients100
DateJun 2015
Total AUM$284.4M
Discretionary$0
Non-Disc.$284.4M
Employees5
Clients100
DateMar 2015
Total AUM$284.4M
Discretionary$0
Non-Disc.$284.4M
Employees5
Clients100
DateNov 2014
Total AUM$241.2M
Discretionary$0
Non-Disc.$241.2M
Employees4
Clients200
DateAug 2014
Total AUM$241.2M
Discretionary$0
Non-Disc.$241.2M
Employees4
Clients200
DateAug 2014
Total AUM$241.2M
Discretionary$0
Non-Disc.$241.2M
Employees4
Clients200
DateMay 2014
Total AUM$241.2M
Discretionary$0
Non-Disc.$241.2M
Employees4
Clients200
DateMar 2014
Total AUM$241.2M
Discretionary$0
Non-Disc.$241.2M
Employees4
Clients200
DateMar 2013
Total AUM$230M
Discretionary$0
Non-Disc.$230M
Employees3
Clients26
DateJan 2013
Total AUM$190.1M
Discretionary$0
Non-Disc.$190.1M
Employees3
Clients26
DateNov 2012
Total AUM$190.1M
Discretionary$0
Non-Disc.$190.1M
Employees3
Clients26
DateMar 2012
Total AUM$190.1M
Discretionary$0
Non-Disc.$190.1M
Employees1
Clients26
DateNov 2011
Total AUM$195M
Discretionary$0
Non-Disc.$195M
Employees1
Clients251
DateAug 2011
Total AUM$195M
Discretionary$0
Non-Disc.$195M
Employees5
Clients--
DateFeb 2011
Total AUM$195M
Discretionary$0
Non-Disc.$195M
Employees5
Clients--
DateJun 2010
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees5
Clients--
DateApr 2010
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees5
Clients--
DateJan 2010
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees5
Clients--
DateFeb 2009
Total AUM$350M
Discretionary$0
Non-Disc.$350M
Employees5
Clients--
DateJan 2008
Total AUM$175M
Discretionary$0
Non-Disc.$175M
Employees5
Clients--
DateFeb 2007
Total AUM$175M
Discretionary$0
Non-Disc.$175M
Employees5
Clients--
DateFeb 2007
Total AUM$175M
Discretionary$0
Non-Disc.$175M
Employees5
Clients--
DateJan 2007
Total AUM$175M
Discretionary$0
Non-Disc.$175M
Employees5
Clients--
DateMar 2006
Total AUM$175M
Discretionary$0
Non-Disc.$175M
Employees5
Clients--
DateMar 2006
Total AUM$175M
Discretionary$0
Non-Disc.$175M
Employees5
Clients--
DateJan 2006
Total AUM$175M
Discretionary$0
Non-Disc.$175M
Employees5
Clients--
DateDec 2005
Total AUM$175M
Discretionary$0
Non-Disc.$175M
Employees5
Clients--