Cnl Strategic Capital Management, LLC
● SEC registered since 2017CRD 286342SEC# 801-110050Orlando, FL
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.
Cnl Strategic Capital Management, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Scott Yochum Control | Secretary | Under 5% | 2025 |
| Cfg XVI, Inc. Control | Manager | Over 75% | 2016 |
| Chirag Jashvantlal Bhavsar Control | Chief Executive Officer | Under 5% | 2017 |
| Chirag Jashvantlal Bhavsar Control | Manager Of Managing Member | Under 5% | 2017 |
| Julie Lynn Eason Control | Chief Compliance Officer | Under 5% | 2021 |
| Tammy Jo Tipton Control | Chief Financial Officer And Treasurer | Under 5% | 2016 |
| Cnl Financial Group, LLC Control | 100% Shareholder | Over 75% | 2016 |
| Cnl Holdings, LLC Control | 100% Member | Over 75% | 2008 |
| James Monroe Seneff Control | 100% Member | Over 75% | 2008 |
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
| Address | 450 S. Orange Ave., Suite 1400, Orlando, FL 32801 |
| Phone | 407-650-1000 |
| Office hours | 8:30a.m.-5:30p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.54B▲ 19%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,306 advisers
EmployeesTop 51%
More than 49% of 16,824 advisers
Assets under management
$1.54Bregulatory AUM
Discretionary $1.54B