Insights

Niche Wealth Management Chaney Capital Management specializes in serving affluent clients across North America and international markets, providing tailored wealth management solutions that focus on risk assessment, estate, and family continuity planning, presenting opportunities to offer bespoke financial products and personalized advisory services.

Boutique Service Model With a focus on providing world-class, personalized service through a boutique approach, the company values high-touch client engagement, making it receptive to premium financial solutions, advanced estate planning tools, and exclusive risk management services.

Growing Revenue Range Currently generating between 10 to 25 million dollars in revenue, Chaney Capital Management presents potential for expanding premium financial products or investment solutions to its existing affluent client base.

Tech and Digital Presence Utilizing a modern technology stack including ASP.NET, DigitalOcean, and Google Tag Manager, the firm is positioned to integrate advanced digital tools and online client engagement platforms, creating sales opportunities around digital advisory solutions and innovative financial technology.

Competitive Landscape Operating among large, well-known firms with thousands of employees, Chaney Capital Management’s boutique and personalized approach can be leveraged to differentiate premium service offerings, especially in areas like family wealth transfer and bespoke investment strategies for high-net-worth individuals.

Chaney Capital Management Tech Stack

Chaney Capital Management uses 8 technology products and services including Element UI, reCAPTCHA, Google Tag Manager, and more. Explore Chaney Capital Management's tech stack below.

  • Element UI
    Javascript Frameworks
  • reCAPTCHA
    Security
  • Google Tag Manager
    Tag Management
  • X-Content-Type-Options
    Web & Portal Technology
  • Microsoft ASP.NET
    Web Frameworks
  • DigitalOcean Web Hosting
    Web Hosting
  • Nginx
    Web Servers
  • Twitter
    Widgets

Media & News

Chaney Capital Management's Email Address Formats

Chaney Capital Management uses at least 1 format(s):
Chaney Capital Management Email FormatsExamplePercentage
FLast@chaneycapital.comJDoe@chaneycapital.com
78%
First.Last@chaneycapital.comJohn.Doe@chaneycapital.com
22%

Frequently Asked Questions

Where is Chaney Capital Management's headquarters located?

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Chaney Capital Management's main headquarters is located at 3500 188th Street Southwest Suite #445 Lynnwood, Washington 98037 United States. The company has employees across 1 continents, including North America.

What is Chaney Capital Management's phone number?

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You can contact Chaney Capital Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Chaney Capital Management's official website and social media links?

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Chaney Capital Management's official website is chaneycapital.com and has social profiles on LinkedIn.

What is Chaney Capital Management's NAICS code?

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Chaney Capital Management's NAICS code is 52 - Finance and Insurance.

How many employees does Chaney Capital Management have currently?

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As of May 2026, Chaney Capital Management has approximately 6 employees across 1 continents, including North America. Key team members include House Controller: N. C.Investment Advisor Representative: J. O.Investment Advisor Representative: R. S.. Explore Chaney Capital Management's employee directory with LeadIQ.

What industry does Chaney Capital Management belong to?

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Chaney Capital Management operates in the Financial Services industry.

What technology does Chaney Capital Management use?

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Chaney Capital Management's tech stack includes Element UIreCAPTCHAGoogle Tag ManagerX-Content-Type-OptionsMicrosoft ASP.NETDigitalOcean Web HostingNginxTwitter.

What is Chaney Capital Management's email format?

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Chaney Capital Management's email format typically follows the pattern of FLast@chaneycapital.com. Find more Chaney Capital Management email formats with LeadIQ.

Chaney Capital Management

Financial ServicesWashington, United States2-10 Employees

Chaney Capital Management is a multigenerational private wealth management company.  Our mission is "To be our clients financial advocate and to help them create, grow, preserve and transfer their wealth".  Chaney Capital Management provides a wide array of services to a select number of affluent investors.  

Our implementation strategy uses sophisticated investment solutions for individuals, businesses and foundations.  We couple this with a boutique service model to offer world class financial service and support.  Our clients are US citizens located throughout North America and several foreign countries. Chaney Capital is a Registered Investment Advisor.

Our areas of expertise are:
    * Risk assessment
    * Investment selection
    * Financial planning
    * Family continuity planning
    * Estate planning

Section iconCompany Overview

Headquarters
3500 188th Street Southwest Suite #445 Lynnwood, Washington 98037 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Chaney Capital Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Chaney Capital Management's revenue is estimated to be in the range of $10M$25M

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