CHLEBINA CAPITAL

Overview

Chlebina Capital operates as an independent registered investment adviser structured as an LLC and owned by an individual. The firm targets individual and family clients, providing financial planning and portfolio management for individuals, small businesses, and business or institutional clients. Its business model is fee-based (percentage of AUM) and the adviser also functions as a registered representative of a broker-dealer, which suggests the ability to place brokerage transactions and access retail investment products alongside advisory accounts. Investment activity is concentrated in liquid equity exposures. The firm’s stated allocation preference is equities, with most assets deployed to exchange-traded instruments. Given the client base and account sizes, the investment approach appears geared toward straightforward, liquid portfolios emphasizing marketable stocks and ETFs supplemented by insurance-based solutions where appropriate. Chlebina Capital is not positioned as an ESG-focused manager, not a multi-state adviser, and does not act as a pension consultant or capital allocator to external alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices