Chieco Capital Management, LLC

Chieco Capital Management, LLC is a fee‑only registered investment adviser that provides personalized financial planning, asset management, and stand‑alone tax preparation and consulting to individuals, trusts, and estates. As of December 31, 2025 the firm reported about $9.26 million in assets under management across six clients, and notes that a portion of its clientele engage only for financial planning rather than ongoing asset management.

The firm’s investment approach is grounded in Modern Portfolio Theory and favors long‑term, passively managed index mutual funds and ETFs with global diversification and a buy‑hold‑and‑rebalance strategy. It offers both discretionary and non‑discretionary management — approximately $4.52 million is managed on a discretionary basis and $4.73 million on a non‑discretionary basis — and the adviser often prefers non‑discretionary authority at the outset to ensure client engagement in initial investment decisions.

The principal holds CPA, CFA and CFP credentials and provides separate tax preparation services and tax consulting as part of the practice, with much of the stand‑alone tax work performed during non‑business hours to limit conflicts with advisory duties. The firm does not manage individual equity securities for clients or vote client proxies, and it documents a separation between tax services and asset management engagements, distinguishing its operating model from many peers.