Chaney Capital Management Inc.

RIASEC RegisteredEst. 2007

Total AUM

$456M

Discretionary

$456M

100% of AUM

Avg account

$371K

Accounts

1,227

Employees

6

Advisory reps

6

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

FINTRX

Overview

Chaney Capital Management Inc. is an independent, SEC-registered registered investment adviser that has operated since 2007 and is owned by an individual. The firm advises primarily individual and family clients using a percentage-of-AUM fee model and concentrates on financial planning and portfolio management for individuals and small businesses. It is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds81%
Exchange Traded Equities15%
Cash & Cash Equivalents4%

Contacts

3 of 6

Stephen Chaney
PresidentCRD 2694076
Chase Matriotti
Investment Adviser RepresentativeCRD 7770948
Lynda Bartsch
Vice PresidentCRD 2725382

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 15

Active vs passive

$273M in ETFs

Passive

98%

$267M

Active

0%

$6.6M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE US AGGREGATE BOND ETF (AGG)	BlackRock	Passive	Intermediate Core Bond	$56.8M	574,238	20.80%

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Primary office

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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