A complete list of active advisors currently associated with Haney Capital Management

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

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.

To learn more about the advisors currently working at Haney Capital Management, 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.