Jacob O'Connell
Chaney Capital Management · Lynnwood, Washington
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.
Request an introduction to Jacob →
Specialties
Facts
| Firm | Chaney Capital Management |
|---|---|
| Based in | Lynnwood, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $455.5M across 1,227 accounts |
| SEC registration | Investment adviser representative in TX, WA · CRD 7587669 |
| Exams passed | Series 65 (2022) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.chaneycapital.com |
How Jacob's firm compares
- Chaney Capital Management's average account is about $371,000, from its Form ADV (assets managed divided by 1,227 accounts).
Request an introduction to Jacob
Tell Jacob a little about what you're looking for. Jacob isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jacob
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Chaney Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.