Chaney Capital Management Inc

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Assets, Funds, Holdings

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Chaney Capital Management Inc
CRD #116511
SEC #801-67807
CIK #0002012041
AUM $390.0 M (2025-01-09)
Employees 6 (100% Investors, 0% Brokers)
Phone425-673-4060
Address3500 188th Street SW
Lynnwood, WA 98037
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
4003202401608002006201220192026
Sector Form 13F Holdings Value ($M)
Global MOFY Metaverse Ltd 17.8
Microsoft Corp 13.1
Alphabet Inc 7.3
Apple Inc 7.0
Amazon Com Inc 6.5
Schwab Charles Corp 2.8
Owl Rock Capital Corp 1.4
Nvidia Corp 1.2
Brown & Brown Inc 1.2
Costco Wholesale Corp /NEW 1.0
View All
Holdings by Sector ($M)
3002401801206002022202320242026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 217 81.0
(b) Individuals (high net worth individuals) 125 309.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,139 390.0
By Discretionary
Discretionary 1,139 390.0
Non-Discretionary 0 0.0
Total 1,139 390.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 390.0
Total 1,139 390.0
EDGAR Form CIK 2011 - 2025
13F-HR [0002012041]
Comparable Firms State AUM ($B)
Laurel Wealth Planning LLC
MN 0.4
Beaton Management Co Inc
MA 0.4
Buttonwood Financial Advisors Inc
MD 0.4
Spivak Asset Management LLC
CT 0.4
Pace Financial Advisors Inc
OR 0.4
The Lam Group Inc
0.4
Stonehearth Capital Management LLC
MA 0.4
LEGA Z Advisory LLC
0.4
in on Capital Advisors LLC
FL 0.4
Sierra Investment Management LLC
CA 0.4
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