CHADWICK FINANCIAL

CHADWICK FINANCIAL of COLLEYVILLE, TX is an SEC-registered investment adviser (CRD 337228). Regulatory assets under management: $61.0M.

Registration

• CRD: 337228
• Type: Registered investment adviser
• Location: 6513 COLLEYVILLE BOULEVARD, COLLEYVILLE, TX, 76034
• Phone: (817) 553-2480
• Latest filing: 2026-01-08
• Regulatory AUM: $61.0M
• Non-discretionary AUM: $61.0M
• Clients: 5
• Accounts: 394

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337228 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search