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Firm profile

Chaney Capital Management Inc..

LYNNWOOD, WACRD 116511Latest ADV May 7, 2026

Chaney Capital Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Lynnwood, WA. Its latest Form ADV filing, dated January 20, 2026, reports $456M in regulatory assets under management, 6 employees, and 1,227 accounts.

Assets Under Management
$456M
Employees
6
Offices
--
Total Clients
388
Primary office
LYNNWOOD, WA
3400 188TH STREET SW, SUITE #570, LYNNWOOD, WA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOLynda M. Bartsch

Advisory services offered

3 types reported
Financial Planning Services
Other advisory services
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 64.4% of total clients.
Top client categories% of clientsClients
1
Individuals
64.4%
250
2
HNWI
35.6%
138

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$456Mas of May 7, 2026
Discretionary100.0%
$456M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$456M
Total Accounts1,227
10Y AUM Change+$297M (+187.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee65:1
10Y Employee Change+4 (+200.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.