Stephen Chaney has been President of Chaney Capital Management since January 1999, is a control person of the firm and directly owns 75% or more of it. Stephen Chaney holds a Bachelor of Science in Business Administration from Ohio University.
Chaney Capital Management Inc. is a Lynnwood, WA firm with $456M under management, 388 clients and 6 advisers across 2 offices, as of its September 2026 filing.
Stephen J. Chaney is President of Chaney Capital Management. He is the firm's Founder and Chief Financial Adviser. He founded the firm with the goal of helping people make smart plans with their money.
Investment adviser representative registrations
Stephen Chaney is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 1996; the most recent is Texas, in December 2024.
- TexasResidentSince 3 December 2024
- WashingtonSince 15 March 1996
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 February 1996 |
| Series 24 | General Securities Principal Examination | 30 January 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Full name
- Stephen Jay Chaney
- CRD
- 2694076
- Firm
- Chaney Capital Management · CRD 116511
- Role
- President
- Registration
- Investment adviser registration
- In the industry since
- March 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- chaneycapital.com
Where does Stephen Chaney work?
Stephen Chaney has been President of Chaney Capital Management Inc. since January 1999, and is a control person of the firm.
Is Stephen Chaney a financial advisor?
Yes. Stephen Chaney has a current investment-adviser registration in Texas and Washington, through Chaney Capital Management since March 1996.
How many years of experience does Stephen Chaney have?
Stephen Chaney has 30 years in the financial industry, since March 1996, across 1 adviser firm.
What exams has Stephen Chaney passed?
Stephen Chaney has passed 2 licensing exams: the Series 24 and Series 65. The earliest, the Series 24, was passed in January 1996.
Is Stephen Chaney registered with FINRA?
No. Stephen Chaney has no current broker registration.
How can I verify Stephen Chaney’s record?
Search CRD 2694076 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephen Chaney’s full registration record.
- Lynda BartschVice President/Owner
- Lynda BartschChief Compliance Officer