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Matthew Cullen Cheney

Composition Wealth, LLC

Los Angeles, CA

Clarksville, MD

CRD 4798640

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Employer firm

Composition Wealth, LLC CRD 143483

$9.47B regulatory AUM 184 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Composition Wealth, Llc

11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-01
  • MD RA
    APPROVED
    Since 2025-01-01

Branch Locations

11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064 • United States

11810 Chapel Estates Dr., Clarksville, MD 21029 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Horan Capital Management, Llc Hunt Valley MD 03/2013 12/2020
Connectus Wealth Hunt Valley MD 01/2021 05/2024
Composition Wealth, Llc Clarksville MD 05/2024 Present
  • 03/2013 → 12/2020
    Horan Capital Management, Llc
    Hunt Valley, MD
  • 01/2021 → 05/2024
    Connectus Wealth
    Hunt Valley, MD
  • 05/2024 → Present
    Clarksville, MD
Previous Registrations
  • 2021-01-11 → 2024-07-25
    Connectus Wealth
    Hunt Valley, MD
  • 2016-12-27 → 2020-12-31
    Horan Capital Management,Llc
    Hunt Valley, MD
  • 2010-08-30 → 2013-01-08
    Bethesda, MD
  • 2008-06-04 → 2010-05-18
    Msi Financial Services, Inc.
    Elkridge, MD
  • 2004-09-02 → 2008-05-28
    Owings Mills, MD
    Owings Mills, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-09-01
  • S66 Uniform Combined State Law Examination
    2004-09-01
Designations
  • Certified Financial Planner

View on SEC IAPD

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