Lynnwood, WA 3400 188th Street SW Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Chaney Capital Management Inc.
Team
Firm-wide stats for Chaney Capital Management Inc.
About
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.
Based on Chaney Capital Management Inc.
Location
3400 188th Street SW, Suite #570
Lynnwood WA 98037
Advisors at this office
4
Advisors at this office
Chase M
Series 65
Lynnwood, WA
Chaney Capital Management Inc.
Chase Matriotti is a financial advisor at Chaney Capital Management Inc. in Lynnwood, WA, holding a Series 65 designation with two years of industry experience. Prior to joining Chaney Capital Management, he worked at Cooper Publications and has a diverse background including roles outside the financial industry. Chaney Capital Management provides discretionary asset and portfolio management services to individuals, high-net-worth clients, small businesses, trusts, estates, and charities. The firm manages approximately $390 million in assets and employs both fundamental and technical analysis to guide investment decisions on a discretionary basis.
Kevin M
Series 65
Lynnwood, WA
Chaney Capital Management Inc.
Kevin Massey is a financial advisor with Chaney Capital Management Inc. in Lynnwood, WA, holding a Series 65 designation and three years of industry experience. Prior to joining Chaney Capital Management, he worked at WAFD Bank and Chase Bank. Chaney Capital Management provides discretionary investment management and financial planning to individuals, small businesses, trusts, estates, and charities. The firm employs a combination of fundamental and technical analysis, uses active strategies tailored to client objectives, and maintains in-house portfolio management without outsourcing.
Hannah H
Series 65
Lynnwood, WA
Chaney Capital Management Inc.
Hannah Hein is a financial advisor with Chaney Capital Management Inc. in Lynnwood, WA. She holds a Series 65 designation and has seven years of industry experience, all with Chaney Capital Management. Chaney Capital Management provides discretionary asset and portfolio management services to individuals, high-net-worth clients, small businesses, trusts, estates, and charities. The firm employs both fundamental and technical analysis to guide asset allocation and security selection, managing approximately $390 million in discretionary assets for around 342 clients.
Jacob O
Series 65
Lynnwood, WA
Chaney Capital Management Inc.
Jacob O'Connell is a financial advisor at Chaney Capital Management Inc. in Lynnwood, WA, holding a Series 65 credential with four years of industry experience. His prior roles include positions at Allstate, USTA, and Pemco, among others. Chaney Capital Management provides discretionary investment management and financial planning services to individuals, small businesses, trusts, estates, and charities. The firm employs a combination of fundamental and technical analysis and uses active investment strategies tailored to client objectives, with in-house management and attention to operational and cybersecurity risks.
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