William C. Chaney

KOVITZ INVESTMENT GROUP PARTNERS | Financial Adviser

Pittsburgh, PA 15220

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CRD#: 2837179

Professional summary

William Christopher Chaney, who also goes by William C Chaney, Chris Chaney, W Christopher Chaney, is a registered financial advisor currently at KOVITZ INVESTMENT GROUP PARTNERS, LLC located in Pittsburgh, Pennsylvania.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. William has worked at 9 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

What are your service offerings?

Trust & estate planning

Trading individual securities

Philanthropic services

Financial planning

Retirement planning

What is your current number of clients?

Greater than 100

Are you a "fiduciary"?

Yes

Aliases

William C Chaney | Chris Chaney | W Christopher Chaney

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Christopher Chaney's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 4, 2025 - Present

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Office #1: 680 Andersen Drive Foster Plaza Ten -- Suite 350, Pittsburgh, PA 15220

RIA

CRD#: 282241

Pittsburgh, PA

Past

November 7, 2024 - December 31, 2024

KOVITZ INVESTMENT GROUP PARTNERS, LLC

RIA

CRD#: 282241

PITTSBURGH, PA

Past

September 25, 2015 - November 4, 2024

FORT PITT CAPITAL GROUP, LLC

RIA

CRD#: 281385

PITTSBURGH, PA

Past

July 25, 2007 - December 31, 2015

FORT PITT CAPITAL GROUP INC

RIA

CRD#: 108361

PITTSBURGH, PA

Past

May 18, 2006 - July 11, 2007

BRYAN FUNDING, INC.

CRD#: 11899

CANONSBURG, PA

Past

June 4, 2002 - May 12, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

July 24, 2000 - December 31, 2001

NATCITY INSURANCE SERVICES, INC.

CRD#: 16989

CLEVELAND, OH

Past

April 30, 1999 - May 8, 2002

NATCITY INVESTMENTS, INC.

CRD#: 17490

CLEVELAND, OH

Past

November 18, 1997 - February 4, 1998

PNC BROKERAGE CORP

CRD#: 34671

PITTSBURGH, PA

Past

February 12, 1997 - December 12, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KOVITZ INVESTMENT GROUP PARTNERS, LLC

CRD#: 282241 / SEC#: 801-107054

RIA

Registered Investment Advisory firm - (12/24/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(1/30/2025)

IAR

Pennsylvania
(1/4/2025)

IAR

Texas
(1/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/4/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/13/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/6/1997

General Securities Representative Examination

Current Firm

KOVITZ INVESTMENT GROUP PARTNERS, LLC

CRD#: 282241 / SEC#: 801-107054

RIA

Registered Investment Advisory firm - (12/24/2015 Approved)

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Contact information

Main Address

10 S Wacker Drive Suite 2600, Chicago, IL 60606

Mailing Address

Phone number

(312) 334-7300

Established

Firm type

Fiscal year end

# of Employees

372

SEC notice filing (48 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KOVITZ FORM ADV PART 2A - AUGUST 2025 (11/10/2025)

KOVITZ_NORTHCOAST DBA FORM ADV PART 2A (11/10/2025)

KOVITZ WEATHERSTONE DBA DISCLOSURE BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	38,915
AUM (Assets Under Management)	$ 31,731,798,984

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/23/2025	Cover Page	Report
08/15/2024	Cover Page	Report
07/19/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

William C. Chaney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Christopher Chaney's CRS (Customer Relationship Summary).

Certified licenses

Experience

KOVITZ INVESTMENT GROUP PARTNERS, LLC

FORT PITT CAPITAL GROUP, LLC

FORT PITT CAPITAL GROUP INC

BRYAN FUNDING, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

NATCITY INSURANCE SERVICES, INC.

NATCITY INVESTMENTS, INC.

PNC BROKERAGE CORP

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

KOVITZ INVESTMENT GROUP PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/4/1997

Series 63

Date: 2/13/1997

Series 7

Date: 2/6/1997

Current Firm

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KOVITZ INVESTMENT GROUP PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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