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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Fusion zenithSummit pathway
- Established Date
- 04-16-2020
- Office Locations
- 1
Office Locations
About Chevelon Capital Management LLC
Chevelon Capital Management is an independent, fee-only RIA providing one-to-one investment advisory services with thoughtful portfolio construction, investment policy design, and active public-markets management. The team applies top-down and bottom-up research, often taking a contrarian/value lens, with an emphasis on risk management, cost awareness, and tax efficiency (including tax-loss harvesting). Serves retail and institutional clients; custodies with Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Chris Michael Hanrahan
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #6776485
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,274,540 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,274,540 | -- |
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Separately Managed Accounts
Total SMA Asset: $54,274,540
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,311,455,336 | 19.7% |
| Public Funds | $306,228,150 | 4.6% |
| Cash | $1,164,998,395 | 17.5% |
| Corporate - Investment Grade | $286,256,748 | 4.3% |
| U.S. Government/Agency | $1,504,512,213 | 22.6% |
| Municipal Bonds | $1,211,598,331 | 18.2% |
| Corporate - Non-Investment Grade | $872,084,512 | 13.1% |
| Total | $6,657,133,685 | 100.0% |