{"url":"https://nivawealth.com/firms/chaney-capital-management-116511","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/116511","regulatoryAum":455536320,"crd":"116511","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2725382","suffix":null,"lastName":"BARTSCH","firstName":"LYNDA","middleName":"MARIE"},{"crd":"2694076","suffix":null,"lastName":"CHANEY","firstName":"STEPHEN","middleName":"JAY"},{"crd":"6832587","suffix":null,"lastName":"Hein","firstName":"Hannah","middleName":"C"},{"crd":"7617696","suffix":null,"lastName":"Massey","firstName":"Kevin","middleName":"R 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Chaney Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Chaney Capital Management charge?","answer":"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.","source":"CHANEY CAPITAL MANAGEMENT, filed 7 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Chaney Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Chaney Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Chaney Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Chaney Capital Management have a minimum investment?","answer":"Yes, Chaney Capital Management’s minimum account size for its Asset management is $250K.","source":"CHANEY CAPITAL MANAGEMENT, filed 7 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Chaney Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Chaney Capital Management get paid?","answer":"Chaney Capital Management is paid through a percentage of assets under management. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}