# SWEENEY & MICHEL, LLC

SWEENEY & MICHEL, LLC of CHICO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 282595
- Type: SEC-registered investment adviser
- SEC file number: 801-113350
- Location: 196 COHASSET ROAD, SUITE 100, CHICO, CA, 95926
- Phone: (530) 487-1777
- Latest filing: 2026-03-05
- Regulatory AUM: $752.6M
- Discretionary AUM: $731.6M
- Non-discretionary AUM: $21.1M
- Clients: 3
- Accounts: 1,571

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Renee Ann Michel | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Joseph Daniel Sweeney | MANAGING MEMBER | — |
| SWEENEY MICHAEL DANIEL | MANAGING MEMBER | — |
| MICHEL SUSAN ANN | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| SWEENEY BRIAN PHILIP | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282595/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282595/similar
- Related entities: https://search.stillhousedata.com/firm/282595/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282595

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.