CNL Strategic Capital Management, LLC
Firm details
- Headquarters
- Orlando, Florida
- CRD number
- 286342
- Registered since
- March 2, 2017
- Website
- www.cnlstrategiccapital.com
- Custodians
- VALLEY NATIONAL BANK
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other100%
Firm profile
FINTRXOverview
CNL Strategic Capital Management, LLC is a limited liability company registered with the SEC since 2017 and operates as an institutional registered investment adviser. The firm charges clients on a percentage-of-AUM basis and may also assess performance‑based fees. It does not identify as an active ESG investor, is not a multi‑state adviser, and is not classified as a capital allocator or pension consultant. Corporate activities include functioning as a broker‑dealer and as an investment adviser, and the firm sponsors and serves as general partner/managing member of pooled investment vehicles and limited partnerships.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other96%
- Cash & Cash Equivalents4%
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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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