Chaney Capital Management
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
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Verified contacts
5
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- SC
Stephen Chaney
President · General Business & Management
EmailPhone - NC
Nancy Chaney
House Controller · Finance & Accounting
EmailPhone - KM
Kevin Massey
Support Advisor · Customer/Client Service
EmailPhone - LB
Lynda Bartsch
Investment Advisor Representitive · Finance & Accounting
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Chaney Capital Management
5 distinct titles indexed · top 5 shown.
- 1house controller
- 1investment advisor representitive
- 1president
- 1support advisor
- 1wealth management intern
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