CHANEY CAPITAL MANAGEMENT INC.
Firm details
- Headquarters
- LYNNWOOD, Washington
- CRD number
- 116511
- Registered since
- April 19, 2007
- Website
- www.chaneycapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.96%
- Individuals18.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Chaney Capital Management Inc. is an independent, SEC-registered advisory firm focused on serving individuals and families. Founded as a corporation and owner-operated, the firm provides financial planning and discretionary portfolio management for individual investors and small business owners. Its fee model is asset-based (percentage of AUM). Chaney does not describe itself as an ESG investor, does not act as a capital allocator, and does not identify as a multi-state or pension consultant adviser in the available materials.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Exchange Traded Equities15%
- Cash & Cash Equivalents4%
Contacts
3 of 6STEPHEN CHANEY
PresidentCRD 2694076
Chase Matriotti
Investment Adviser RepresentativeCRD 7770948
LYNDA BARTSCH
Vice PresidentCRD 2725382
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$245M in ETFs
97%
$238M
0%
$6.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $57.2M | 575,869 | 23.37% |
Location
LYNNWOOD, WA
SNOHOMISH
Location
LYNNWOOD, WA
Headquartered in LYNNWOOD, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- SNOHOMISH
- Address
- 3400 188th St SW
- Time zone
- PT (UTC-8)
- Office locations
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