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 a Georgia-based limited liability company with individual ownership that combines insurance brokerage with fee-based financial planning. The firm offers multiple billing options — percentage of AUM, hourly, and fixed fees — and appears to serve clients within the state rather than as a multi-state adviser. Its business mix centers on insurance distribution alongside advisory planning services rather than acting as a principal capital allocator or an ESG-focused investor.
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
Location
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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