$5.1M Total AUM
$5.1M Disc. AUM
-- 3Y CAGR
3 Employees
11 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Interactive Brokers · Merrill Lynch · Pershing
- Clients
- Retail
- Platforms
- Focus peak
- Established Date
- 01-02-2007
- Office Locations
- 2
Office Locations
843 N. Cleve-Mass Rd. Suite DN-12 Akron OH
843 N. Cleveland - Massillion Road Dn12 Akron OH
About Chlebina Capital
Chlebina Capital is a Akron-based RIA with 2 offices. The firm has been operating for 19 years. Managing $5.1M in total assets under management, with 3 advisory representatives. They custody assets with Fidelity/NFS and Interactive Brokers. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$1.7M AVG AUM / ADVISOR
$460.1K AVG AUM / CLIENT
16.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Prime peak
Investment Themes
Peak Value
Investment Vehicles
Pathway
Platform
Oak
Services
Optima North alpha North crest Legacy Pioneer legacy Horizon summit Fusion
Technology
Radial legacy
Owner & Executives
L
LARRY EDWARD CHLEBINA SR
Managing Member
- CRD
- #2845176
- Ownership
- 75% or more
(692) 307-2431
timber.optima@foundationcapital.com
in linkedin.com/in/insight-timber
R
RYAN ELI STINE
Chief Compliance Officer
- CRD
- #4974244
- Ownership
- Less than 5%
(377) 947-3892
value.zenith@meridiancapital.com
in linkedin.com/in/eagle-wave
Showing 2 of 2 owners & executives
Unlock allContacts
J
JESSICA ROSANNA FRIES
Director of Operations
- CRD
- #5373368
(618) 841-4094
vertex.ridge@harborcapital.com
in linkedin.com/in/element-optima
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,061,325 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,061,325 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,061,325
Equity - Exchange:
76.4% Cash:
23.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,659,340,069 | 76.4% |
| Cash | $821,471,539 | 23.6% |
| Total | $3,480,811,608 | 100.0% |