Chieco Capital Management, LLC

Overview

Chieco Capital Management, LLC is a small, independent RIA organized as an LLC and owned by an individual. The firm serves primarily individual and family clients, combining financial planning with accounting services. Its fee model is flexible, offering percentage-of-AUM billing alongside hourly and fixed-fee arrangements, which supports both ongoing advisory relationships and one-off planning or accounting engagements. Investment activity centers on equity exposure, with exchange-traded equities as the dominant holding type. The firm does not list itself as an active ESG investor and is not positioned as a multi-state or institutional pension consultant; instead, it operates as a boutique advisor focused on tailored planning and portfolio implementation for a limited client base. Chieco Capital does not present itself as a capital allocator to external managers, but it does use third-party funds and specific alternative allocations where appropriate.

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Location & Offices