Chaney Capital Management Inc.

Chaney Capital Management, Inc. is a registered investment advisor based in Lynnwood, WA, established in 1996 by principal owner Stephen Chaney. The firm specializes in asset management services, offering tailored investment strategies based on individual client goals, risk tolerance, and objectives. Clients can opt for discretionary services, allowing Chaney to make investment decisions without specific client approval. The firm charges an annual advisory fee of up to 2.00% based on assets under management, billed quarterly. Clients must have a minimum account size of $250,000, although this requirement may be waived at the firm's discretion. Investment strategies include fundamental and technical analysis, with a focus on value and market trend predictions. Clients are advised on various risks associated with investing, such as interest rate, inflation, and liquidity risks. Chaney does not engage in performance-based fees to avoid conflicts of interest. The firm primarily serves individuals, small businesses, trusts, and high net-worth individuals, acting as a fiduciary to prioritize client interests. Clients receive regular account statements and reports, and all assets are held at qualified custodians. Chaney has no disciplinary history and maintains financial stability to meet client commitments.