Chlebina Capital

RIASEC Registered
Total AUM
$5.1M
Discretionary
$5.1M
100% of AUM
Avg account
$422K
Accounts
12
Employees
3
Advisory reps
3

Firm details

Headquarters
Akron, Ohio
CRD number
142376
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM
Client types
  • HNWI52.51%
  • Individuals47.49%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Chlebina Capital is an independent RIA organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, delivering financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Compensation is based on a percentage of assets under management. The firm also operates as a registered representative of a broker‑dealer, and it does not identify as an active ESG investor. Chlebina Capital does not act as a capital allocator to third‑party alternative fund managers; its business model centers on advisory services and fee‑based portfolio management rather than operating an allocation platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Contacts

3 of 3
  • Jessica Fries

    Jessica Fries

    Office ManagerCRD 5373368

  • Larry Chlebina

    Larry Chlebina

    PresidentCRD 2845176

  • Ryan Stine

    Ryan Stine

    Vice President Portfolio StrategistCRD 4974244

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Akron, OH

Summit

Location

Akron, OH

Headquartered in Akron, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Summit
Address
843 N Cleveland Massillon Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth