Chieco Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,256,107
Total clients
6
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$1,542,685
About
Chieco Capital Management is a fee‑only registered investment adviser serving individuals, trusts and estates with financial planning, asset management, hourly consulting and stand‑alone tax preparation and consulting. The firm manages roughly $8.25 million for six clients and provides written financial plans, investment policy statements and periodic reviews as part of its engagements.
The firm’s investment approach is long‑term strategic asset allocation grounded in Modern Portfolio Theory, with a preference for low‑cost, passively managed index mutual funds and ETFs and a buy‑hold‑and‑rebalance discipline; investment policy statements are created and revisited at least annually. Client relationships frequently use non‑discretionary authority — the brochure reports a larger non‑discretionary sleeve of assets than discretionary — and the adviser often seeks client concurrence before implementing trades.
Noteworthy distinctions for a solo independent adviser include that the principal holds CPA, CFA and CFP credentials and offers tax preparation as a formal, stand‑alone service that is incorporated into reviews for asset management clients; the firm states tax work is performed mainly during non‑business hours to limit resource conflicts. The firm also limits fee‑bearing portfolio management of individual equities (recommending separate brokerage accounts for individual stock ownership) and does not vote client proxies, practices that differ from many peers.
Client services
Financial planning
Consulting
Expertise
General retirement planning
General tax planning
Wealth management
Passive / index investing
Fee options
Financial planning fees with a minimum of $1,500; tax preparation fees based on complexity, no minimum
$0 - $1,000,000: 0.80% $1,000,001 - $3,000,000: 0.60% $3,000,001+: 0.40%
$250 per hour for limited scope planning engagements
Minimum fee: Financial planning minimum fee of $1,500 (negotiable) Fee-only: Fee-only advisory with no commissions accepted; asset management fees charged as percentage of AUM; fixed fees for financial planning and tax preparation; hourly fees for limited scope planning
Main office location
Chieco Capital Management, LLC
Glastonbury CT, United States
Number of offices
1
Most active in
Chieco Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut
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:
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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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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