Chlebina Capital
Firm details
- Headquarters
- Akron, Ohio
- CRD number
- 142376
- Website
- www.chlebinacapital.com
- 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
FINTRXOverview
Chlebina Capital is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and charges fees based on a percentage of assets under management. It operates with dual roles: providing advisory services while its principal(s) also act as registered representatives of a broker-dealer. Core advisory services listed include financial planning and discretionary portfolio management for individuals, small businesses, and institutional or business clients. Chlebina Capital does not identify as an ESG-focused manager, does not act as a capital allocator to external funds, and is not positioned as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Ryan Stine
Vice President Portfolio StrategistCRD 4974244

Jessica Fries
Office ManagerCRD 5373368

Larry Chlebina
PresidentCRD 2845176
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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