Overview
Assets Under Management: $390 million
Headquarters: LYNNWOOD, WA
High-Net-Worth Clients: 125
Average Client Assets: $2 million
Frequently Asked Questions
CHANEY CAPITAL MANAGEMENT INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116511), CHANEY CAPITAL MANAGEMENT INC. is subject to fiduciary duty under federal law.
CHANEY CAPITAL MANAGEMENT INC. is headquartered in LYNNWOOD, WA.
CHANEY CAPITAL MANAGEMENT INC. serves 125 high-net-worth clients according to their SEC filing dated January 09, 2025. View client details ↓
According to their SEC Form ADV, CHANEY CAPITAL MANAGEMENT INC. offers financial planning and portfolio management for individuals. View all service details ↓
CHANEY CAPITAL MANAGEMENT INC. manages $390 million in client assets according to their SEC filing dated January 09, 2025.
According to their SEC Form ADV, CHANEY CAPITAL MANAGEMENT INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 125
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.23
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,139
Discretionary Accounts: 1,139
Regulatory Filings
CRD Number: 116511
Last Filing Date: 2025-01-09 00:00:00
Website: https://chaneycapital.com