CS
CFP
CS
CFP

Cheyney Rhea Stephens

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
242 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$308.9M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Cheyney is the owner and operator of Uly and Company, LLC, a home-based rental property management business, since August 2024. Cheyney spends minimal time collecting rent and performing property maintenance.

Employment History
Current Registrations
Archer Investment Management
February 2025 - Present · 1 yr
Previous Registrations
Dimensional Fund Advisors LP
August 2022 - September 2024 · 2 yrs 1 mo
Dfa Securities LLCBroker
May 2022 - September 2024 · 2 yrs 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.