H
CRD: 166642
Haney Capital Management
Dana Point, CA
7143104690
$1.9M Total AUM
$1.9M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-11-2013
- Office Locations
- 1
Office Locations
-- Dana Point CA
About Haney Capital Management
Haney Capital Management is a Dana Point-based RIA. The firm has been operating for 13 years. Managing $1.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$1.9M AVG AUM / ADVISOR
$965.6K AVG AUM / CLIENT
13.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
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Investment Vehicles
Legacy fusion
Owner & Executives
ERIC THOMAS HANEY
Financial Advisor
- CRD
- #6174717
- Ownership
- 75% or more
(851) 738-1089
pathway.oak@focuscapital.com
in linkedin.com/in/optima-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,931,210 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,931,210 | -- |
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Separately Managed Accounts
Total SMA Asset: $1,931,210
Equity - Exchange:
40.9% Public Funds:
36.8% Cash:
22.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,235,894,615 | 40.9% |
| Public Funds | $2,011,758,480 | 36.8% |
| Cash | $1,219,081,904 | 22.3% |
| Total | $5,466,734,999 | 100.0% |