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

Identifiers

SEC RIA File Number 801-67807
SEC ERA File Number 801-67807
SEC CIK Numbers 2012041
SEC CRD Numbers 116511
Legal Entity Identifier None

Principal Office

3500 188TH STREET SW
SUITE #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
(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

105020192020202120222023202420254 on 10/28/20194 on 2/14/20204 on 6/30/20205 on 3/26/20215 on 3/30/20216 on 2/11/20225 on 1/31/20236 on 1/22/2024

RAUM, Historic

400M200M02019202020212022202320242025203000000 on 10/28/2019247173340 on 2/14/2020247173340 on 6/30/2020283299003 on 3/26/2021283299003 on 3/30/2021342000000 on 2/11/2022295306000 on 1/31/2023343000000 on 1/22/2024

No. Clients, Historic

40020002019202020212022202320242025280 on 10/28/2019281 on 2/14/2020281 on 6/30/2020305 on 3/26/2021305 on 3/30/2021346 on 2/11/2022366 on 1/31/2023356 on 1/22/2024

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