CNL STRATEGIC CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2017
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$1.5B
Accounts
1
Employees
7
Advisory reps
4

Firm details

Headquarters
ORLANDO, Florida
CRD number
286342
Registered since
March 2, 2017
Custodians
VALLEY NATIONAL BANK
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other100%

Firm profile

FINTRX

Overview

CNL Strategic Capital Management, LLC is an SEC-registered advisory LLC formed in 2017 that operates with a mix of percentage-of-AUM and performance-based fee arrangements. The firm is designated as a domestic entity and individual owner type and is not classified into a standard advisory category in the provided data. It is not an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a capital allocator or pension consultant. The firm’s activities and affiliations indicate involvement across multiple parts of the investment value chain: it has roles as a broker-dealer and as another type of investment adviser, and it sponsors limited partnerships and pooled investment vehicles. It also serves as sponsor, general partner, or managing member of pooled vehicles, which aligns with its use of externally managed alternative funds.

Assets & Accounts

Investments & Alternatives

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: Other 94%, Cash & Cash Equivalents 6%94%
  • Other94%
  • Cash & Cash Equivalents6%

Owners & executives

2 of 2
  • CHIRAG BHAVSAR

    Co-CEOCRD 6759337

  • TAMMY TIPTON

    Chief Financial OfficerCRD 1912968

Contacts

2 of 2
  • BRADLEY YOCHUM

    CCOCRD 6232818

  • Julie Eason

    Senior Vice PresidentCRD 7112108

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ORLANDO, FL

ORANGE

Location

ORLANDO, FL

Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
ORANGE
Address
450 S Orange Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth