A complete list of active advisors currently associated with Chaney Capital Management Inc.

Warmer can help you find a great advisor at Chaney Capital Management Inc. or one who fits your needs even better.

Chaney Capital Management provides ongoing, discretionary investment management and financial planning to individuals (including high-net-worth clients), small businesses, trusts, estates, and charities. The firm documents client goals and risk tolerances and administers portfolio management and periodic account reporting through qualified custodians. The firm’s investment process combines both fundamental and technical analysis and may employ active strategies, including options, margin, short sales, leverage, and other derivatives as appropriate to client objectives. Investment plans are individualized and reviewed at least annually, with attention to rebalancing and tax-loss harvesting and disclosure of operational and cybersecurity risks tied to service providers. Operationally, Chaney does not participate in wrap fee programs, does not accept soft-dollar arrangements, and does not select or outsource to other advisors, relying instead on in-house management and custodian execution. The firm also operates with standing letters of authorization for some client-directed third‑party payments and is deemed to have limited custody due to fee deductions, and several advisory and support staff bring prior banking and client-service experience rather than exclusively formal finance degrees.

To learn more about the advisors currently working at Chaney Capital Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Chaney Capital Management Inc.'s office locations.