Chappell Financial Group
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 137962
- Website
- chappellfinancialgroup.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Chappell Financial Group is organized as an LLC and is based in Georgia. The firm is owned by an individual and is classified in FINTRX as unclassified. Its primary client-facing activities are insurance brokerage and financial planning services. The firm’s documented fee arrangements include asset-based fees, hourly billing, and fixed fees. The profile does not indicate ESG-focused investing, multi-state adviser status, or a capital-allocating role.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Cass Chappell
PresidentCRD 2789133
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 3200 Cobb Galleria Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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