V
Vere Chappell
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Vere Chappell primarily provides investment management for pooled investment vehicles and institutional clients, as described in its Form ADV Part 2A (see Item 7). The brochure also indicates the firm may work with individual, non‑high‑net‑worth clients on a limited basis.
The firm describes discretionary management and its investment methods in Item 8 and related sections of the brochure. Its fee disclosures (Item 5) show the use of hourly fee arrangements and the absence of a standard percentage‑of‑assets‑under‑management fee model.
The firm’s Form ADV discloses an affiliation with an accounting firm and identifies accounting activities as part of its business (Item 10), a structure that is uncommon among investment managers. The brochure also includes disclosure events (Item 9), which prospective clients should review when assessing the firm alongside its institutional focus.
Client services
Financial planning
Fee options
Main office location
Vere Chappell
Laguna Hills CA, United States
Number of offices
1
Most active in
Vere Chappell has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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