Chaney Capital Management, Inc.
Chaney Capital Management, Inc. is an independent registered investment adviser headquartered in Lynnwood, Washington. The firm manages investment portfolios for individuals, especially high net worth investors, with approximately 6 employees (all investment professionals). Chaney Capital Management focuses on personalized financial advice and portfolio management, primarily serving US-based clients. The firm is registered with the SEC (CIK: 0002012041, CRD: 116511) and manages hundreds of accounts. Founded in 2007, it delivers comprehensive investment solutions tailored to clients’ risk tolerance and financial goals.
Investment Strategy
Chaney Capital Management, Inc. employs a discretionary portfolio management approach focused on long-term growth and asset preservation. The firm primarily invests in diversified ETFs and individual equities, with significant allocations to large-cap technology firms (Microsoft, Alphabet, Apple, Amazon), index ETFs (Vanguard and iShares), and select emerging markets exposure. The strategy is customized for each client, balancing growth, income, and risk tolerance. Most clients are high net worth individuals, and the firm aims for efficient portfolio construction using low-cost and diversified exposure to both equity and fixed income markets, updating holdings dynamically based on market conditions and client objectives.
Top Holdings
Equity Positions (35)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AGG | ISHARES TR | 20.10% | $51.2M | 516,514 | $97.93 | $99.20 | +$7.1M |
V VUG | VANGUARD INDEX FDS | 19.92% | $50.8M | 115,828 | $327.55 | $438.40 | +$8.8M |
V VTV | VANGUARD INDEX FDS | 17.68% | $45.1M | 254,993 | $153.53 | $176.74 | +$1.9M |
S SPEM | SPDR INDEX SHS FDS | 6.98% | $17.8M | 416,111 | $39.32 | $42.74 | +$1.8M |
Q QQQ | INVESCO QQQ TR | 6.46% | $16.5M | 29,860 | $431.70 | $551.64 | +$3.3M |