{
  "crd_number": 116511,
  "slug": "chaney-capital-management-inc-lynnwood-wa-116511",
  "primary_business_name": "CHANEY CAPITAL MANAGEMENT INC.",
  "legal_name": "CHANEY CAPITAL MANAGEMENT INC.",
  "dbas": [],
  "city": "Lynnwood",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "42660",
  "metro": {
    "cbsa_code": "42660",
    "common_name": "Seattle",
    "msa_name": "Seattle-Tacoma-Bellevue, WA",
    "path": "/advisors/wa/seattle"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2007-04-19",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2026-09-03",
  "carried_forward": false,
  "raum_total": 455536320.0,
  "raum_discretionary": 455536320.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 82173588.0,
      "count": 250
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 373362732.0,
      "count": 138
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "GA",
    "ID",
    "MI",
    "MT",
    "OR",
    "TN",
    "TX",
    "WA"
  ],
  "websites": [
    "https://chaneycapital.com",
    "https://linkedin.com/company/chaney-capital-management",
    "https://twitter.com/chaneycapital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/116511",
  "city_as_filed": "LYNNWOOD",
  "url": "https://advisorcensus.com/firm/chaney-capital-management-inc-lynnwood-wa-116511",
  "display_name": "Chaney Capital Management Inc.",
  "summary": "Chaney Capital Management Inc. is an SEC-registered investment advisory firm in Lynnwood, WA, registered since 2007, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 3, 2026.",
  "citation": "AdvisorCensus. Chaney Capital Management Inc. (CRD 116511): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Chaney Capital Management Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Chaney Capital Management Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Chaney Capital Management Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated May 7, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Chaney Capital Management Inc. located?",
      "a": "Chaney Capital Management Inc.'s principal office is in Lynnwood, WA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Chaney Capital Management Inc. registered with the SEC or a state?",
      "a": "Chaney Capital Management Inc. is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 116511."
    },
    {
      "q": "How much does Chaney Capital Management Inc. manage?",
      "a": "Chaney Capital Management Inc. reports $455,536,320 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (100% discretionary)."
    },
    {
      "q": "How have Chaney Capital Management Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Chaney Capital Management Inc.: Regulatory assets under management: $283,299,003 in the October 2021 data and $455,536,320 in the October 2026 data, up 61%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Chaney Capital Management Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (250); high net worth individuals (138)."
    },
    {
      "q": "Which custodians does Chaney Capital Management Inc. use?",
      "a": "Chaney Capital Management Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Chaney Capital Management Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/116511"
    },
    {
      "q": "Does Chaney Capital Management Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 7, 2026 says: \"Chaney requires a minimum account size of $250,000 to enter into an Advisory Agreement. However, Chaney retains the discretion to lower or waive said minimum.\""
    },
    {
      "q": "What changed in Chaney Capital Management Inc.'s recent Form ADV filings?",
      "a": "In the October 2026 filing data: Added an office in Anacortes, WA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 283299003.0,
      "total_employees": 5,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 342000000.0,
      "total_employees": 6,
      "filing_date": "2022-02-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 295306000.0,
      "total_employees": 5,
      "filing_date": "2023-01-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 343000000.0,
      "total_employees": 6,
      "filing_date": "2024-01-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 390000000.0,
      "total_employees": 6,
      "filing_date": "2025-01-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 455536320.0,
      "total_employees": 6,
      "filing_date": "2026-09-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Added an office in Anacortes, WA."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $390,000,000 to $455,536,320 (+17%).",
        "Registered or notice-filed in GA, ID, TN."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 7, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2% of assets a year",
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Chaney charges an annual investment advisory fee based on the total assets under management as follows: Assets Under Management Annual Fee All Accounts No More than 2.00%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Chaney requires a minimum account size of $250,000 to enter into an Advisory Agreement. However, Chaney retains the discretion to lower or waive said minimum."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 2.0,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Chaney charges an annual investment advisory fee based on the total assets under management as follows: Assets Under Management Annual Fee All Accounts No More than 2.00%",
      "Chaney requires a minimum account size of $250,000 to enter into an Advisory Agreement. However, Chaney retains the discretion to lower or waive said minimum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/chaney-capital-management-inc-lynnwood-wa-116511.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 250,
      "fewer_than_5": false,
      "raum": 82173588.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 138,
      "fewer_than_5": false,
      "raum": 373362732.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/116511",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}