Chapwood Capital Investment Management

  • Investment Bank/Securities Brokerage
  • Addison TX
  • 14 employees
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Company Overview

Headquarters
15455 N. Dallas Parkway, Suite 1200, Addison TX
Website
chapwoodinvestments.com
Phone
(972) 865-2225
Employees
14
Industry
Investment Bank/Securities Brokerage
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Financials & Stats

Revenue

$3B

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Who is Chapwood Capital Investment Management

Chapwood Capital Investment Management is a registered investment advisory firm based in Addison, Texas. The company employs 14 people and generates approximately $2.5 million in annual revenue. Chapwood Investments specializes in providing institutional-quality portfolio management and financial planning services to a niche clientele. Their target audience includes small to medium-sized business owners, serial entrepreneurs, C-Suite executives nearing retirement, and professional athletes. The firm differentiates itself through its proprietary portfolio construction methods, designed to achieve low correlations, low volatility, and low fees. These systems, developed by founder Ed Butowsky, leverage decades of experience managing high-net-worth portfolios at Morgan Stanley. Chapwood emphasizes its expertise in addressing the unique financial challenges faced by high-net-worth individuals. Interested parties can schedule a complimentary consultation with Chapwood Investments via their website, chapwoodinvestments.com. Additionally, the firm maintains a YouTube channel offering financial insights and educational content.

Company Leadership

Kim Sams

Managing Partner

Phone Email
Ed Butowsky

Managing Partner

Phone Email

Chapwood Capital Investment Management Industry Tags

Wealth Management
Portfolio Evaluation
Financial Literacy
Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
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FAQ

What is the location of Chapwood Capital Investment Management's headquarters?
The headquarters of Chapwood Capital Investment Management are situated at 15455 N. Dallas Parkway, Suite 1200, Addison TX
What is Chapwood Capital Investment Management's phone number?
Chapwood Capital Investment Management's contact number is (972) 865-2225.
What is Chapwood Capital Investment Management's official website?
The official website of Chapwood Capital Investment Management can be found at chapwoodinvestments.com.
What is Chapwood Capital Investment Management's current revenue?
As of November 2019, Chapwood Capital Investment Management's annual revenue reached $3B.
How many employees does Chapwood Capital Investment Management currently have?
Chapwood Capital Investment Management employs approximately 14+ people as of November 2019
Who is the Managing Partner of Chapwood Capital Investment Management?
Chapwood Capital Investment Management's Managing Partner is Kim Sams
What are Chapwood Capital Investment Management's industry tags?
Chapwood Capital Investment Management's industry tags include: Wealth Management, Portfolio Evaluation, Financial Literacy

Employee Directory

Key Employees

Jeff Spears

Managing Partner

Phone Email

Shailynn Havelock

Financial Advisor

Phone Email

David Swearingen

Managing Director

Phone Email

Richard Smith

Marketing Specialist

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