AdFi
CC

CHANEY CAPITAL MANAGEMENT INC.

SEC Registered

A Financial Partner for Every Stage of Your Life

LYNNWOOD, WAhttps://chaneycapital.com425-673-4060
Assets Under Management
$100M–$500M
Year Founded
1995
Employees
6
Office Locations
1 office
Total Accounts
1227

About the firm

Founded in 1995 by Stephen J. Chaney, Chaney Capital Management was established as a fee based advisory firm to ensure clients receive truly objective advice. They are experienced professionals who take a hands on approach to financial guidance and truly care about the clients they serve.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net Worth

Areas of expertise

Financial PlanningInvestment ManagementEstate PlanningWealth ManagementFee-based AdvisoryFinancial Consulting

Services

Personalized financial consulting, investment management, financial planning, and estate planning and management

investment_managementfinancial_planningestate_planning

Who they serve

Clients at every stage of life facing any financial situation or circumstance

Client segmentClientsAssets managed
Individuals (Non-HNW)250$82M
High Net Worth Individuals138$373M
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans0$0
Charitable Organizations0$0
State/Municipal Entities0
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

0 total clients reported on Form ADV.

Leadership

Stephen Jay Chaney
PRESIDENT AND CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
WA
LYNNWOODHQ

Advisors at this firm

6 advisors in the directory

Regulatory & compliance

CRD number
#116511
SEC Number
801-67807
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Minimum: $250,000 (waivable)

Data as of January 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CHANEY CAPITAL MANAGEMENT INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
CHANEY CAPITAL MANAGEMENT INC. | AdvisorFinder