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Chesney & Company, Inc. (Sheldon)


Chesney & Company, Inc. is a large advisory firm based in Sheldon. It manages $98.26 million of regulatory assets for 319 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Georgia, South Carolina, and Texas.

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Chesney & Company provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Chesney & Company: assets under management

The assets under management (AUM) of Chesney & Company, Inc. is $98.26 million. The firm's AUM has grown by 207% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $60.73 million in discretionary accounts and $37.52 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $216.13 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $987.46 thousand.
Chesney & Company has custody of $4.8 million in cash and securities for 38 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Chesney & Company, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sheldon

The principal office where Chesney & Company, Inc. performs its advisory services is located at 56 Gun Club Drive, Sheldon, SC 29941 The mailing address of the firm is P.O. Box 1287, Beaufort, SC 29901. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 888-426-2193 or by fax 877-272-9105. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at www.chesneyandcompany.com.


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