DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Matthew Cullen Cheney

Composition Wealth, LLCindependent RIAClarksville, Md IA-onlyIAPD 4798640

Certified Financial Planner

Feed of 09/15/2026

At current firm

1 y

since Jan 1, 2025

In the industry

22 y

since Sep 1, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Composition Wealth, LLC independent RIA current
since Jan 1, 2025 · Los Angeles, Ca
Connectus Wealth former
Jan 11, 2021 to Jul 25, 2024 · Hunt Valley, Md
Horan Capital Management,LLC former
Dec 27, 2016 to Dec 31, 2020 · Hunt Valley, Md
Strategic Advisers LLC national BD
Aug 30, 2010 to Jan 8, 2013 · Bethesda, Md
Msi Financial Services, Inc. former
Jun 4, 2008 to May 18, 2010 · Elkridge, Md
Ameriprise Financial Services, LLC national BD
Sep 2, 2004 to May 28, 2008 · Owings Mills, Md

Moves

a registration end followed by a registration begin elsewhere

Connectus Wealth to Composition Wealth, LLC
left Jul 25, 2024, registered Jan 1, 2025 (160 days) · RIA to RIA
Horan Capital Management,LLC to Connectus Wealth
left Dec 31, 2020, registered Jan 11, 2021 (11 days) · RIA to a newly registered adviser · moved with a team
Strategic Advisers LLC to Horan Capital Management,LLC
left Jan 8, 2013, registered Dec 27, 2016 (1449 days) · Other
Msi Financial Services, Inc. to Strategic Advisers LLC
left May 18, 2010, registered Aug 30, 2010 (104 days) · Other
Ameriprise Financial Services, LLC to Msi Financial Services, Inc.
left May 28, 2008, registered Jun 4, 2008 (7 days) · Other

Signals

Matthew Cullen Cheney left Connectus Wealth for Composition Wealth, Llc (registered 2025-01-01)
Jul 25, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address