linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Chapman Financial Group, LLC

Headquartered in CHAPEL HILL, NC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Chapman Financial Group, LLC is a registered investment advisor with 2 investment advisor representatives and a total of $192,050,717 in regulatory assets under management. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, and other investment advisors. They also provide portfolio management services as a sub-advisor.

Chapman Financial Group, LLC

$192.05M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management as a sub-adviser

Portfolio management as a sub-adviser

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

CHAPMAN FINANCIAL GROUP, LLC has a total of 3 branch locations across the country.
location

Lake Zurich, IL

location

KAILUA, HI

location

CHAPEL HILL, NC

Advisors at Chapman Financial Group, LLC

View All 1 Advisors
Unclaimed
Wheeler Elliott Chapman

RA

CHAPEL HILL, NC

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Chapman Financial Group, LLC is right for you?

Disclosures

There are no public disclosures for Chapman Financial Group, LLC.

Frequently Asked Questions (9)

Not sure if Chapman Financial Group, LLC is right for you?