# Chaney Financial Services, Inc.

> Chaney Financial Services, Inc. is a state-registered investment advisory firm in Glendale, CA, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.

- CRD: 145602
- Filed as: CHANEY FINANCIAL SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Glendale, CA
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/145602
- AdvisorCensus page: https://advisorcensus.com/firm/chaney-financial-services-inc-glendale-ca-145602

## Quick answers

**How is Chaney Financial Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Chaney Financial Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Chaney Financial Services, Inc. located?**
Chaney Financial Services, Inc.'s principal office is in Glendale, CA, according to its Form ADV.

**Is Chaney Financial Services, Inc. registered with the SEC or a state?**
Chaney Financial Services, Inc. is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 145602.

**How much does Chaney Financial Services, Inc. manage?**
Chaney Financial Services, Inc. reports $36,521,439 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (0% discretionary).

**What types of clients does Chaney Financial Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); high net worth individuals (12).

**Does Chaney Financial Services, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/145602

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $36,521,439
- Discretionary: $0
- Non-discretionary: $36,521,439

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $9,289,487 |
| High net worth individuals | 12 | $27,231,952 |

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

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- chaneyfinancialservicesinc.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chaney Financial Services, Inc. (CRD 145602): Form ADV filing data as of October 2026.