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Kim Meyers Sams

CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC·PLANO, Texas
Unclaimed Profile
4965 PRESTON PARK BLVD, PLANO, TX 75093CRD# 2715130Firm CRD# 138524
01

About

Kim Meyers Sams is a registered financial advisor based in PLANO, Texas, affiliated with CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC
CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC
AUM
$278M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2715130
Firm CRD# 138524
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kim Meyers Sams offer?
Kim Meyers Sams specializes in Investment Management. Contact their office in PLANO, Texas for a consultation.
What are Kim Meyers Sams's credentials?
Kim Meyers Sams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kim Meyers Sams located?
Kim Meyers Sams is based in PLANO, Texas, working with CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC. Their office serves clients in the PLANO metropolitan area and surrounding communities.
How does Kim Meyers Sams charge for services?
Kim Meyers Sams's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC?
CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC has approximately 5 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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