CHEVELON CAPITAL MANAGEMENT LLC

Overview

Chevelon Capital Management LLC is a small, privately owned advisory firm that focuses on discretionary portfolio management for individuals, families and small businesses. The firm runs fee-based accounts charged as a percentage of assets under management and lists its owner type as individual. Investment activity is skewed toward equities, with a clear preference for exchange-traded instruments and a portfolio construction approach that emphasizes liquid, tradable securities over long-locked private placements. The firm is not positioned as an ESG specialist and does not operate as a multi-state adviser. Its client mix includes both individual and family clients and some institutional relationships, with primary advisory activity centered on managing discretionary accounts for individuals and small businesses.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices