Unclaimed Profile

Kim Meyers Sams

CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC·PLANO, Texas

Clean recordCHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC

4965 PRESTON PARK BLVD, PLANO, TX 75093CRD# 2715130Firm CRD# 138524

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kim Meyers Sams · PLANO, TX

Registration

CRD #2715130 · CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC

AUM

$278M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2715130

Firm CRD# 138524

View on FINRA BrokerCheck →

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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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