Regional wealth manager and independent broker-dealer offering wealth management, financial planning, and retirement advisory services to high-net-worth individuals and small institutions. Chapman Financial Group LLC emphasizes advisory-driven fee and commission hybrid models, custody relationships with major custodians, and strategic client-service growth across the Southeast U.S., positioning for steady recurring revenue.
Regional wealth manager and independent broker-dealer offering wealth management, financial planning, and retirement advisory services to high-net-worth individuals and small institutions. Chapman Financial Group LLC emphasizes advisory-driven fee and commission hybrid models, custody relationships with major custodians, and strategic client-service growth across the Southeast U.S., positioning for steady recurring revenue.
Regional wealth manager that prioritizes recurring advisory revenue via fee-and-commission hybrid models, allocating capital to scalable client-facing technology, talent acquisition, and custody partnerships to deepen AUM and improve margins. Portfolio approach favors diversified, multi-asset allocations tailored to high-net-worth and institutional retirement mandates with emphasis on income generation, tax-aware strategies, and liability-driven planning. Underwriting stresses durable cash flows, regulatory transparency, and alignment of incentives through advisor-led referrals. Growth orientation balances organic client retention and strategic regional expansion across the Southeast, supported by disciplined risk management, conservative liquidity buffers, and multi-year horizons for client outcomes.
Regional wealth manager that prioritizes recurring advisory revenue via fee-and-commission hybrid models, allocating capital to scalable client-facing technology, talent acquisition, and custody partnerships to deepen AUM and improve margins. Portfolio approach favors diversified, multi-asset allocations tailored to high-net-worth and institutional retirement mandates with emphasis on income generation, tax-aware strategies, and liability-driven planning. Underwriting stresses durable cash flows, regulatory transparency, and alignment of incentives through advisor-led referrals. Growth orientation balances organic client retention and strategic regional expansion across the Southeast, supported by disciplined risk management, conservative liquidity buffers, and multi-year horizons for client outcomes.
| Trades 781 | Longs Won 519/781 66% | Profit Factor 4.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $189,609.92 |
| Average Win $55,188.17 | Best Trade (Jul 15) $3.72M | Sharpe Ratio -9.76 |
| Average Loss -$26,108.15 | Worst Trade (Jul 13) -$799,254.96 | Z-Score 4.36 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1d | Expectancy $27,915.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 5,814 | 5,233 | 4,651 | 4,070 | 3,488 | 2,907 | 2,326 | 1,744 | 1,163 | 581 |