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 registered investment adviser founded in 2007 and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its advisory fees are charged as a percentage of assets under management. The firm does not position itself as an allocator to private fund managers, is not an active ESG investor, and does not operate as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 6
Hannah Hein
Client Services SupervisorCRD 6832587
Lynda Bartsch
Vice PresidentCRD 2725382
Stephen Chaney
PresidentCRD 2694076
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$273M in ETFs
98%
$267M
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% |
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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