# Chaney Capital Management Inc.

> 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.

- CRD: 116511
- Filed as: CHANEY CAPITAL MANAGEMENT INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lynnwood, WA
- Filing period: October 2026
- Form ADV filing dated: September 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116511
- AdvisorCensus page: https://advisorcensus.com/firm/chaney-capital-management-inc-lynnwood-wa-116511

## Quick answers

**How is Chaney Capital Management Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Chaney Capital Management Inc. reports these compensation arrangements: a percentage of assets under its management.

**How much does Chaney Capital Management Inc. charge?**
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.

**Where is Chaney Capital Management Inc. located?**
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).

**Is Chaney Capital Management Inc. registered with the SEC or a state?**
Chaney Capital Management Inc. is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 116511.

**How much does Chaney Capital Management Inc. manage?**
Chaney Capital Management Inc. reports $455,536,320 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (100% discretionary).

**How have Chaney Capital Management Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Chaney Capital Management Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (250); high net worth individuals (138).

**Which custodians does Chaney Capital Management Inc. use?**
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.

**Does Chaney Capital Management Inc. report any disciplinary disclosures?**
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

**Does Chaney Capital Management Inc. state an account minimum?**
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."

**What changed in Chaney Capital Management Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Added an office in Anacortes, WA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated May 7, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> 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%

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $455,536,320
- Discretionary: $455,536,320
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 250 | $82,173,588 |
| High net worth individuals | 138 | $373,362,732 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2007 (19 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, GA, ID, MI, MT, OR, TN, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Anacortes, WA

### Websites listed on Form ADV (Item 1.I)
- [chaneycapital.com](https://chaneycapital.com)
- LinkedIn @chaney-capital-management
- X @chaneycapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $283,299,003 | 5 | March 30, 2021 |
| October 2022 | $342,000,000 | 6 | February 11, 2022 |
| October 2023 | $295,306,000 | 5 | January 31, 2023 |
| October 2024 | $343,000,000 | 6 | January 22, 2024 |
| October 2025 | $390,000,000 | 6 | January 9, 2025 |
| October 2026 | $455,536,320 | 6 | September 3, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Added an office in Anacortes, WA.

### February 2026
- Regulatory assets under management went from $390,000,000 to $455,536,320 (+17%).
- Registered or notice-filed in GA, ID, TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chaney Capital Management Inc. (CRD 116511): Form ADV filing data as of October 2026.