Chaney Capital Management Inc.
● SEC registered since 2007CRD 116511SEC# 801-67807Lynnwood, WA
Reg. AUM
$455.5M
Employees
6
Accounts
1,227
Location
Lynnwood, WA
Chaney Capital Management Inc. assets under management
Chaney Capital Management Inc. is a registered investment adviser overseen by the SEC based in Lynnwood, WA. The firm has been registered since 2007. It reports $455.5 million in regulatory assets under management and employs 6 people.
Chaney Capital Management Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lynda Marie Bartsch | Vice President/Owner | 10-25% | 2014 |
| Lynda Marie Bartsch Control | Chief Compliance Officer | Under 5% | 2021 |
| Stephen Jay Chaney Control | President | Over 75% | 1999 |
Frequently asked questions
How much does Chaney Capital Management Inc. manage?
Chaney Capital Management Inc. reports $455.5 million in regulatory assets under management on its Form ADV.
How many employees does Chaney Capital Management Inc. have?
Chaney Capital Management Inc. reports 6 employees.
Where is Chaney Capital Management Inc. located?
Chaney Capital Management Inc. is based in Lynnwood, WA and has been SEC-registered since 2007.
Does Chaney Capital Management Inc. disclose fund performance?
Chaney Capital Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3400 188th Street SW, Suite #570, Lynnwood, WA 98037 |
| Phone | 425-673-4060 |
| Fax | 425-778-3481 |
| Office hours | 8a.m. To 4p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$455.5M▲ 17%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$455.5Mregulatory AUM
Discretionary $455.5M