CERNER CAPITAL MANAGEMENT, LLC

Overview

Cerner Capital Management, LLC is a small, independent Registered Investment Adviser organized as a limited liability company and owned by an individual. The firm primarily serves individual and family clients and also provides portfolio management for small businesses. Advisory work centers on financial planning and discretionary portfolio management, with accountant-related business activities listed alongside advisory services. Fee arrangements are a mix of percentage-of-AUM, hourly charges and fixed fees, which supports both ongoing wealth management and project-based planning work. Investment activity shows a clear tilt toward equities: exchange-traded equities are the dominant asset class within client portfolios. The firm is not identified as an active ESG investor, and it does not appear to operate as a multi-state adviser. Given the scale of assets and client counts, Cerner Capital positions itself as a boutique adviser that emphasizes direct equity exposure supplemented by traditional fixed-income holdings and select alternative allocations.

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Public Holdings

Investments & Alternatives

Location & Offices