Chaney Capital Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 251–500 clients last fiscal year.
Chaney Capital Management reports 388 clients. They include 250 individual clients and 138 high-net-worth individuals. Of its assets, 100.0% ($456M across 1,227 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 18% |
| High-net-worth individuals | 36% | 82% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 250 | $82.2M | 18.0% | $329K |
| High-net-worth individuals | 138 | $373M | 82.0% | $2.71M |
| Total | 388 | $456M | 100% | $1.17M |
- Clients
- 250
- Regulatory AUM
- $82.2M
- AUM share
- 18.0%
- Avg. per client
- $329K
- Clients
- 138
- Regulatory AUM
- $373M
- AUM share
- 82.0%
- Avg. per client
- $2.71M
Total
- Clients
- 388
- Regulatory AUM
- $456M
- AUM share
- 100%
- Avg. per client
- $1.17M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Chaney Capital Management charges up to 2.00% a year for its Asset management. The fee is billed in arrears, is negotiable and requires an account of at least $250,000.
Fee details and sources
Stephen Chaney owns 75% or more of Chaney Capital Management. The leadership team of Chaney Capital Management includes President Lynda Bartsch. It has 6 employees.
Leadership
- Lynda BartschVice President/Owner
Stephen ChaneyPresident- Lynda BartschChief Compliance Officer
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- Lynda Marie Bartsch
Staff
- 6 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 75% or more of Chaney Capital Management Inc.
Stephen Chaney
Control person · since January 1999
- Owns 10% to 25% of Chaney Capital Management Inc.
Lynda Bartsch
since January 2014
Chaney Capital Management’s regulatory assets grew 1.6× from $283M (March 2021) to $456M (September 2026); clients rose from 305 to 388 and employees from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $456M | 388 | 6 | 2 |
| January 2025 | $390M | 342 | 6 | 1 |
| January 2024 | $343M | 356 | 6 | 1 |
| January 2023 | $295M | 366 | 5 | 1 |
| February 2022 | $342M | 346 | 6 | 1 |
| March 2021 | $283M | 305 | 5 | 1 |
Besides its headquarters, Chaney Capital Management has 1 office, with 2 listed addresses in Washington.
Washington · 2 listed addresses
- 3400 188th Street SW, Suite #570, LynnwoodHQ
- 718 Q Ave., Anacortes
Contact and registration details
- Legal name
- Chaney Capital Management Inc.
- Headquarters
- 3400 188th Street SW, Suite #570, Lynnwood, WA 98037
- Website
- chaneycapital.com
- Phone
- 425-673-4060
- @chaney-capital-management
- SEC file
- 801-67807
- Founded
- 1996
- Structure
- Washington corporation
- Fiscal year end
- December
Chaney Capital Management uses Charles Schwab ($456M) as custodian for its separately managed accounts. Chaney Capital Management has custody of $78.6M in client assets for 114 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $456M100%
At year end, Chaney Capital Management’s separately managed accounts were mostly in funds (81%) and stocks (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $318M across 45 positions; the largest are iShares TR (17.9%), Vanguard Index Fds (17.6%) and Vanguard Index Fds (15.9%).
What the accounts hold
- Stocks15%
- Funds81%
- Cash4%
Reported 13F holdings
- $318M
- Reported 13F value
- 45
- Positions
- 88.0%
- In the 10 largest
- +12.1%
- Value vs. prior quarter
- iShares TR · Core US Aggbd ET17.9%
- Vanguard Index Fds · Value ETF17.6%
- Vanguard Index Fds · Growth ETF15.9%
- Invesco Qqq TR · Unit Ser 110.3%
- SPDR Index Shs Fds · ST Port Mark ETF7.0%
- Invesco Exch Traded FD TR II · S&P Intl Qulty5.7%
- Alphabet Inc. · Cap Stk CL A4.4%
- Apple Inc.3.4%
- Microsoft Corp.3.3%
- Amazon Com Inc.2.5%
Together, the ten largest are 88.0% of reported value.
How many clients does Chaney Capital Management have?
Chaney Capital Management has 388 clients and manages $456 million for them, as of September 2026. They include 250 individual clients and 138 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 September 2026
What services does Chaney Capital Management offer?
Chaney Capital Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Chaney Capital Management charge?
Chaney Capital Management charges up to 2.00% a year for its Asset management. The fee is billed in arrears, is negotiable and requires an account of at least $250,000.
Which custodians does Chaney Capital Management use?
Chaney Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $456M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 September 2026
How many financial advisors does Chaney Capital Management have?
Chaney Capital Management has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Chaney Capital Management invest in?
At the end of its last fiscal year, Chaney Capital Management’s separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Chaney Capital Management have a minimum investment?
Yes, Chaney Capital Management’s minimum account size for its Asset management is $250K.
Who owns Chaney Capital Management?
Chaney Capital Management’s direct owners are Stephen Chaney (75% or more) and Lynda Bartsch (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 3 September 2026
How does Chaney Capital Management get paid?
Chaney Capital Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Chaney Capital Management?
Chaney Capital Management’s main office is at 3400 188th Street SW, Suite #570, Lynnwood, WA 98037. Its phone number is 425-673-4060. Its website is chaneycapital.com.