Stephen Chaney
Chaney Capital Management · Lynnwood, Washington
Stephen Chaney is a fee-only financial advisor at Chaney Capital Management in Lynnwood, Washington. Stephen focuses on estate & legacy planning. Chaney Capital Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Chaney Capital Management |
|---|---|
| Based in | Lynnwood, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $455.5M across 1,227 accounts |
| SEC registration | Investment adviser representative in TX, WA · CRD 2694076 |
| Exams passed | Series 65 (1996) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.chaneycapital.com |
| Profile |
How Stephen's firm compares
- Chaney Capital Management's average account is about $371,000, from its Form ADV (assets managed divided by 1,227 accounts).
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Questions about Stephen
Is Stephen Chaney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Chaney Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Chaney Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Stephen Chaney based?
Stephen Chaney is based in Lynnwood, Washington.
What does Stephen specialize in?
Stephen's specialties include estate & legacy planning.
Is Stephen Chaney registered with the SEC?
Yes. Stephen Chaney is registered as an investment adviser representative in TX and WA (CRD 2694076), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Chaney Capital Management manage?
Chaney Capital Management reports $455.5M across 1,227 accounts in assets under management.
How do I contact Stephen Chaney?
Through Stephen's website, www.chaneycapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Chaney Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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