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.

Comprehensive Wealth Management, LLC (CWM) is a registered investment advisor established in 2001. CWM offers comprehensive wealth management services, including discretionary asset management, investment strategies, and financial planning. The firm's ownership structure includes FUPA, Inc., owned by Morgan Arford, and B & S Lockett, Inc., owned by Brian and Shilo Lockett. CWM provides tailored investment services based on clients' financial goals, risk tolerance, and time horizon. The firm offers a variety of investment strategies, such as the CWM Performance Targeting System (PTS®), Wealth Accumulator Models, Tactical Allocation Models, and Global Allocation Models. CWM manages approximately $295.8 million of client assets on a discretionary basis and $12.6 million on a non-discretionary basis. Clients authorize CWM to manage their assets on a discretionary basis, allowing the firm to make investment decisions without prior approval for each transaction. CWM primarily recommends Charles Schwab & Co., Inc. as the custodian for client accounts, providing access to a range of investment products and services. The firm does not share clients' non-public personal information for marketing purposes and maintains strict privacy and security measures to protect client data. For more information or to address any questions or concerns, clients can contact CWM directly through various channels provided in the Privacy Policy.