Haney Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides portfolio management and limited-scope investment consulting to individual clients, offering both discretionary and non‑discretionary services and charging asset‑based fees for ongoing management. It also offers one‑time consulting engagements focused on specific client‑identified issues and recommendations.
The firm’s investment process emphasizes fundamental analysis—evaluating earnings, margins, and return on equity—across exchange‑listed securities, over‑the‑counter issues, ETFs, and mutual funds, and may employ technical analysis for timing. Strategies span long‑ and short‑term holdings, and recommendations are tailored to client objectives and reviewed at least annually.
What is noteworthy is the firm’s very small client roster and modest regulatory assets under management (approximately $1.93 million), which results in concentrated client relationships compared with many peers. The firm operates on a fee‑only basis, does not accept third‑party compensation or participate in wrap programs, does not custody client assets, and executes each client’s transactions independently rather than aggregating orders.
Client services
Expertise
Fee options
1.00% annually
Hourly rate starting at $175 per hour, negotiable
Fee-only: Fee-only investment advisory firm compensated solely by Client fees, no commissions or other compensation accepted
Main office
Dana Point CA
Advisors at this office
1
Most active in
California
Also doing business as
Haney Capital Management · Haney, Eric T
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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