Cclg Advisors

RIASEC & State Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
Advisory reps
1

Firm details

Headquarters
Orlando, Florida
CRD number
342796
Fee structure
Percentage of AUM
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cclg Advisors is a privately held limited liability company that provides portfolio management for individuals and small businesses and acts as a capital allocator by selecting other advisers. The firm is SEC-registered (registration year: Unknown) and reports an owner structure categorized as an individual proprietor. Its advisory model emphasizes outsourced manager selection alongside direct portfolio management, and it charges clients on a percentage-of-AUM fee basis. The firm is not identified as an active ESG investor. Industry affiliations include an accounting relationship, and the firm’s internal classification is listed as unclassified. State registrations are noted in Connecticut and Florida, while the provider-level flag for "multi-state adviser" is set to No.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Hylton Davis

    Managing Member And Chief Compliance OfficerCRD 6319668

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Orlando, FL

Orange

Location

Orlando, FL

Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
626 N Alafaya Trl
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth