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- Custodian
- Bank OF America ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Optima
- Established Date
- 03-15-1996
- Office Locations
- 2
Office Locations
About Chaney Capital Management Inc.
Chaney Capital Management is a Lynnwood, WA-based RIA providing holistic wealth management for individuals and families, combining personalized financial consulting with investment management, ongoing financial planning, and estate planning/management. Portfolios emphasize active management and asset allocation using vehicles such as mutual funds and ETFs, with custody through firms including Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEPHEN JAY CHANEY
President
- CRD
- #2694076
- Ownership
- 75% or more
LYNDA MARIE BARTSCH
Owner, Vice President
- CRD
- #2725382
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
Hannah C Hein
Supervisor
- CRD
- #6832587
Kevin R C Massey
Advisor
- CRD
- #7617696
Delta timber
Legacy beacon
- CRD
- #12294
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $455,536,320 | $371,260 |
| Non-Discretionary | $0 | -- |
| Total | $455,536,320 | $371,260 |
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Separately Managed Accounts
Total SMA Asset: $455,536,320
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $293,361,794 | 20.2% |
| Equity - Exchange | $685,479,043 | 47.2% |
| Cash | $473,445,270 | 32.6% |
| Total | $1,452,286,107 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL PATHWAY INSIGHT | ATLAS MOMENTUM | S45SVSULJ | UJG | 3.45% | $99,211,383 |
| VERTEX ELEMENT | SUMMIT MOMENTUM | 5DS32X5P2 | XNDAE | 4.69% | $105,125,975 |
| ALPHA ALPHA MOMENTUM | HORIZON VALUE | B62810KI6 | ZUAS | 2.59% | $42,909,930 |
| RADIAL INSIGHT SIGNAL | SUMMIT MERIDIAN | MFK3LZEZV | UEYC | 3.14% | $55,367,142 |
| HORIZON PEAK | FOUNDATION PEAK | 0NLP7P7RX | NBNUV | 2.55% | $65,766,806 |
| RIDGE UNISON SUMMIT | FRONTIER OAK | ITJ4SSS1H | PZHYI | 7.68% | $21,628,161 |
| RADIAL PRIME | VECTOR RADIAL | RYNFUNZ1W | PUR | 10.13% | $110,232,795 |
| PATHWAY CATALYST FUSION | MERIDIAN VECTOR | OTHN0O9J5 | EOJ | 3.43% | $2,387,146 |