Kim Meyers Sams

Employer firm

Ethos Financial Group, LLC CRD 321748

$2.14B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2006 → Present
  Chapwood Capital Investment Management Llc
  Plano, TX
• 06/2010 → 08/2018
  Chapwood Customhedge Portfolio Advisory Services, Llc
  Addison, TX
• 04/2007 → Present
  Waterford Capital Llc
  Addison, TX
• 01/2025 → Present
  Ethos Financial Group, Llc
  King Of Prussia, PA

Previous Registrations

• 2006-01-12 → 2025-03-31
  Chapwood Capital Investment Management, Llc
  Plano, TX
• 2003-12-08 → 2005-08-22
  J.P. Morgan Securities Llc
  Dallas, TX
• 2003-08-14 → 2003-12-19
  Banc Of America Investment Services, Inc.
  Dallas, TX
• 2002-09-03 → 2003-08-28
  Banc Of America Securities Llc
  Dallas, TX
• 1998-07-01 → 2002-08-12
  Morgan Stanley Dw Inc.
  Dallas, TX

Other Businesses

ETHOS FINANCIAL GROUP, LLC; INVESTMENT-RELATED; KING OF PRUSSIA, PA; INVESTMENT ADVISOR REPRESENTATIVE; START DATE: 01/2025; PROVIDE INVESTMENT ADVICE TO CLIENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-11
• S63 Uniform Securities Agent State Law Examination
  1997-08-18

Other Names

• Kim Sohee Meyers
• Kim Sotlee Meyers