Cnl Strategic Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Orlando, FL. Its latest Form ADV filing, dated March 24, 2026, reports $1.5B in regulatory assets under management, 7 employees, and 1 account.
Assets Under Management
$1.5B
Employees
7
Offices
--
Total Clients
<5
Primary office
ORLANDO, FL
450 S. ORANGE AVE., SUITE 1400, ORLANDO, FL, United States
Top client segmentPROVIDING PORTFOLIO MANAGEMENT TO A HOLDING (OPERATING) COMPANY represent 100.0% of total clients.
Top client categories% of clientsClients
1
PROVIDING PORTFOLIO MANAGEMENT TO A HOLDING (OPERATING) COMPANY
100.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 24, 2026
Discretionary100.0%
$1.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.5B
Total Accounts1
10Y AUM Change+$1.5B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee0:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.