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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between January 9, 2025 and September 3, 2026, reported AUM increased 16.8%, from $390.0M to $455.5M.
Across 5 reported observations, AUM increased 33.2% between February 11, 2022 and September 3, 2026, from $342.0M to $455.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 388 clients, or 64.7 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 2 reported office locations and 30 years in operation. The source data was last updated on September 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Chaney Capital Management Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
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Hannah C Hein
Supervisor
- CRD
- #6832587
Kevin R C Massey
Advisor
- CRD
- #7617696
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
SMA allocation detail is available
Chaney Capital Management Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Chaney Capital Management Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.