Chlebina Capital

RIASEC Registered
Total AUM
$5.1M
Discretionary
$5.1M
100% of AUM
Avg account
$422K
Accounts
12
Employees
3
Advisory reps
3

Firm details

Headquarters
Akron, Ohio
CRD number
142376
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

FINTRX

Overview

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

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: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Contacts

3 of 3
  • Ryan Stine

    Ryan Stine

    Vice President Portfolio StrategistCRD 4974244

  • Jessica Fries

    Jessica Fries

    Office ManagerCRD 5373368

  • Larry Chlebina

    Larry Chlebina

    PresidentCRD 2845176

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth