CHANEY CAPITAL MANAGEMENT INC.
Adviser information for CHANEY CAPITAL MANAGEMENT INC. last updated from Form ADV on January 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Washington, United States |
Employees
Total Number of Employees | 6 |
---|---|
Investment Advisory/Research | 5 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 6 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 1,098 | $343.0M |
Non-Discretionary | 0 | $0 |
Total | 1,098 | $343.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 242 | $86.1M |
HNW Individuals | 114 | $256.9M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 251-500 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesCONSULTATION SERVICES AND PUBLIC SERVICES |
---|---|
Compensation | % of AUM |
Principal Office
3500 188TH STREET SWSUITE #445
LYNNWOOD
WA
United States
Monday - Friday, 8AM TO 4PM
Tel: 425-673-4060, Fax: 425-778-3481
Chief Compliance Officer
LYNDA BARTSCH
VICE PRESIDENT/OWNER
3500 188TH ST SW
SUITE 445
LYNNWOOD
WA
United States
Tel:
425-673-4060
Fax:
425-778-3481
L*******@****************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
CHANEY, STEPHEN, JAY | Individual | – | PRESIDENT | 01/1999 | > 75% |
BARTSCH, LYNDA, MARIE | Individual | – | VICE PRESIDENT/OWNER | 01/2014 | 10-25% |
BARTSCH, LYNDA, MARIE | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2021 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 18th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ALPHABET INC | CAP STK CL C | 1M | 6K | – |
ALPHABET INC | CAP STK CL A | 8M | 42K | – |
AMAZON COM INC | COM | 6M | 29K | – |
APPLE INC | COM | 8M | 36K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4M | 9K | – |
BLOCK INC | CL A | 256K | 4K | – |
BLUE OWL CAPITAL CORPORATION | COM | 1M | 94K | – |
BOEING CO | COM | 494K | 3K | – |
BROWN & BROWN INC | COM | 971K | 11K | – |
CISCO SYS INC | COM | 275K | 6K | – |
COSTCO WHSL CORP NEW | COM | 846K | 995 | – |
FIRST NORTHWEST BANCORP | COM | 127K | 13K | – |
HORIZON BANCORP INC | COM | 177K | 14K | – |
INVESCO EXCH TRADED FD TR II | S&P INTL QULTY | 2M | 82K | – |
INVESCO QQQ TR | UNIT SER 1 | 12M | 25K | – |
ISHARES TR | MRGSTR MD CP GRW | 1M | 16K | – |
JOHNSON & JOHNSON | COM | 290K | 2K | – |
KINDER MORGAN INC DEL | COM | 795K | 40K | – |
MICROSOFT CORP | COM | 10M | 23K | – |
NVIDIA CORPORATION | COM | 901K | 7K | – |
PHILIP MORRIS INTL INC | COM | 307K | 3K | – |
ROSS STORES INC | COM | 290K | 2K | – |
SALESFORCE INC | COM | 466K | 2K | – |
SCHWAB CHARLES CORP | COM | 2M | 28K | – |
SOUTHERN CO | COM | 389K | 5K | – |
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 7M | 175K | – |
STARBUCKS CORP | COM | 611K | 8K | – |
TESLA INC | COM | 619K | 3K | – |
UNITED PARCEL SERVICE INC | CL B | 317K | 2K | – |
VANGUARD INDEX FDS | GROWTH ETF | 37M | 100K | – |
VANGUARD INDEX FDS | VALUE ETF | 36M | 225K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 320K | 641 | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 292K | 1K | – |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 424K | 2K | – |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 6M | 53K | – |
VANGUARD WORLD FD | INF TECH ETF | 307K | 532 | – |