Winfred
Tubbs

Chapwood Capital Investment Management, LLC

CRD#7211562
Investment Advisor
in Plano, TX

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About this Advisor

Winfred Tubbs is a financial advisor based in Plano, Texas, working with Chapwood Capital Investment Management, LLC. Winfred has previously held positions at Chapwood Capital Investment Management, LLC, Fig & Olive Realty, LLC, and Hill Country Ford. Winfred is registered to provide services in Texas. Currently, Winfred is part of Chapwood Capital Investment Management, LLC, which operates out of Plano, Texas. The firm has 5 employees and manages assets totaling $277.8 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Chapwood Capital Investment Management, LLC includes asset-based and performance-based fees.

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

4965 Preston Park Blvd Ste 100
Plano, TX 75093

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Chapwood Capital Investment Management, LLC Brokerage Details

Total Assets Under Management

$277,824,194

TX Average: $3,042,739,679
Total Number of Employees

5

TX Average: 49
Total Number of Accounts

370

TX Average: 2,315
Average Account Size

$750,876

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Winfred Tubbs Work History

2019 - Present (5 years)

Chapwood Capital Investment Management, LLC

2011 - Present (13 years)

Fig & Olive Realty, LLC

2004 - Present (20 years)

Hill Country Ford

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Winfred Tubbs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Chapwood Capital Investment Management, LLC

David Swearingen
Plano, TX
Jordan Mcfarland
Plano, TX
Kristen Marsh
Plano, TX
Matthew Sandstrom
Plano, TX
Kim Sams
Plano, TX
Edward Butowsky
Plano, TX
Winfred Tubbs
Plano, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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