Haney Capital Management

Overview

Haney Capital Management is a small, sole-proprietorship wealth advisor focused on portfolio management for individuals and small businesses. The firm is owned and run by an individual and operates under a straightforward fee model that combines a percentage-of-AUM charge with hourly billing for certain services. Filings classify the business as unclassified and indicate it is not a multi-state adviser, not an active ESG investor, and not a capital allocator or pension consultant. The firm’s advisory activity is narrowly defined: discretionary portfolio management for retail and small-business clients. Given its organizational form and fee structure, the practice appears to be a hands-on, advisor-led operation rather than a multi-adviser or sub-advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives