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Cnl Strategic Capital Management, LLC

● SEC registered since 2017CRD 286342SEC# 801-110050Orlando, FL
Export (members)
Reg. AUM
$1.54B
Employees
7
Accounts
1
Location
Orlando, FL

Cnl Strategic Capital Management, LLC assets under management

Cnl Strategic Capital Management, LLC operates as an SEC-registered investment adviser based in Orlando, FL. The firm has been registered since 2017. It reports $1.5 billion in regulatory assets under management and employs 7 people.
View on SEC.gov ↗

Cnl Strategic Capital Management, LLC owners & executives

9 reported
NameTitleOwnershipSince
Bradley Scott Yochum ControlSecretaryUnder 5%2025
Cfg XVI, Inc. ControlManagerOver 75%2016
Chirag Jashvantlal Bhavsar ControlChief Executive OfficerUnder 5%2017
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Frequently asked questions

How much does Cnl Strategic Capital Management, LLC manage?

Cnl Strategic Capital Management, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does Cnl Strategic Capital Management, LLC have?

Cnl Strategic Capital Management, LLC reports 7 employees.

Where is Cnl Strategic Capital Management, LLC located?

Cnl Strategic Capital Management, LLC is based in Orlando, FL and has been SEC-registered since 2017.

Does Cnl Strategic Capital Management, LLC disclose fund performance?

Cnl Strategic Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address450 S. Orange Ave., Suite 1400, Orlando, FL 32801
Phone407-650-1000
Office hours8:30a.m.-5:30p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.54B▲ 19%
Mar '25 — $1.29BApr '25 — $1.29BMay '25 — $1.29BJun '25 — $1.29BJul '25 — $1.29BAug '25 — $1.29BSep '25 — $1.29BOct '25 — $1.29BNov '25 — $1.29BDec '25 — $1.29BJan '26 — $1.29BFeb '26 — $1.29BMar '26 — $1.5BApr '26 — $1.5BMay '26 — $1.5BJun '26 — $1.54B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$1.54Bregulatory AUM
Discretionary $1.54B