# Jacob O'Connell

> Jacob O'Connell is a fee-only financial advisor at Chaney Capital Management in Lynnwood, Washington. Jacob focuses on estate & legacy planning. Chaney Capital Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jacob-o-connell/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Chaney Capital Management
- **Based in:** Lynnwood, Washington
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $455.5M across 1,227 accounts
- **Specialties:** Estate & legacy planning
- **CRD:** 7587669 (https://adviserinfo.sec.gov/individual/summary/7587669)
- **SEC registration:** Investment adviser representative in TX, WA
- **Exams passed:** Series 65 (2022)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.chaneycapital.com/

## Frequently asked questions

### Is Jacob O'Connell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Chaney Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jacob charge for financial advice?

Jacob's firm, Chaney Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jacob O'Connell based?

Jacob O'Connell is based in Lynnwood, Washington.

### What does Jacob specialize in?

Jacob's specialties include estate & legacy planning.

### Is Jacob O'Connell registered with the SEC?

Yes. Jacob O'Connell is registered as an investment adviser representative in TX and WA (CRD 7587669), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Chaney Capital Management manage?

Chaney Capital Management reports $455.5M across 1,227 accounts in assets under management.

### How do I contact Jacob O'Connell?

Through Jacob's website, www.chaneycapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7587669): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.chaneycapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.