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
3500 188TH STREET SW, SUITE #445, LYNNWOOD, WA, United States
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 January 20, 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.
Latest 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%)
* 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.