Dakota
Dakota
Book a Demo
Talk to an Expert

Chapwood Capital Investment Management, Llc

EST. AUM
$277,824,194

CONTACTS
5

CLIENT ACCOUNTS
370

Firm Details

Metro area Dallas
CRD Number 138524
Website chapwoodinvestments.com
Client types

Overview

Chapwood Investments provides portfolio management and financial planning services designed for small to medium-sized business owners, serial entrepreneurs, C-Suite executives nearing retirement, and professional athletes. Led by Ed Butowsky and Kim Sams, with over 30 years of industry experience, Chapwood utilizes tools and statistics commonly used by large endowments and foundations. Their focus is on consistent performance and downside protection to preserve and steadily increase wealth. They specialize in constructing portfolios with low correlations, volatility, and fees to optimize real returns. Chapwood understands the unique challenges faced by high-net-worth earners and their financial plans, providing tailored expertise to meet their needs.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy