CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC
  • CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC
  • VIEO ASSET MANAGEMENT LLC
  • CHAPWOOD INVESTMENTS, LLC

Adviser Profile

As of Date 04/02/2025
Registration status Terminated
ADV Location PLANO, TX, United States
Contact Info 972 xxxxxxx
Websites
AUM* 277,824,194 10%
of that, discretionary 0
Number of Employees 5 25%
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 750,876 9%
% High Net Worth 37.41% 3%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

424M 363M 303M 242M 182M 121M 61M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker81369Y886 Stock NameSELECT SECTOR SPDR TR $ Position$12,590 % Position12.66% $ Change # Change
Stck Ticker464287622 Stock NameISHARES TR $ Position$10,335 % Position10.39% $ Change # Change
Stck Ticker464287879 Stock NameISHARES TR $ Position$6,963 % Position7.00% $ Change # Change
Stck Ticker464287762 Stock NameISHARES TR $ Position$3,544 % Position3.56% $ Change # Change
Stck Ticker81369Y308 Stock NameSELECT SECTOR SPDR TR $ Position$3,419 % Position3.44% $ Change # Change
Stck Ticker091941104 Stock NameBLACKROCK FLOATING RATE INCO $ Position$3,377 % Position3.40% $ Change # Change
Stck Ticker464287788 Stock NameISHARES TR $ Position$3,261 % Position3.28% $ Change # Change
Stck Ticker09249W101 Stock NameBLACKROCK LTD DURATION INC T $ Position$3,152 % Position3.17% $ Change # Change
Stck Ticker67072T108 Stock NameNUVEEN FLOATING RATE INCOME $ Position$3,139 % Position3.16% $ Change # Change
Stck Ticker72369J102 Stock NamePIONEER FLOATING RATE TR $ Position$2,809 % Position2.82% $ Change # Change