Cnl Educational Institute, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Seneff, James, Monroe | 100% Member | Nov 2008 (18y) | ≈ 23.73% – 100% via Cnl Holdings, Llc | |
| Bhavsar, Chirag, Jashvantlal | Manager Of Managing Member | Jan 2018 (9y) | Less than 5% | |
| Bradley Scott Yochum | Cco | Jul 2019 (7y) | Less than 5% | |
| Julie Lynn Eason | Registered representative | Jul 2019 (7y) | ||
| Casey Lynn Caldwell | Registered representative | Sep 2019 (7y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cnl Financial Group Investment Management, Llc | Direct Owner | Dec 2010 | A | 75% or more |
| Cnl Holdings, Llc | 100% Owner | Nov 2008 | B | ≈ 31.64% – 100% via Cnl Financial Group, Llc |
| Cnl Financial Group, Llc | 100% Shareholder | Oct 2014 | B | ≈ 42.19% – 100% via Cfgim Holding Corp |
| Cfgim Holding Corp | Class A Owner | Dec 2017 | B | ≈ 56.25% – 100% via Cnl Financial Group Investment Management, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Seneff, James, Monroe: 75% – 100% of Cnl Holdings, Llc × 75% – 100% of Cnl Financial Group, Llc × 75% – 100% of Cfgim Holding Corp × 75% – 100% of Cnl Financial Group Investment Management, Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Cnl Holdings, Llc: 75% – 100% of Cnl Financial Group, Llc × 75% – 100% of Cfgim Holding Corp × 75% – 100% of Cnl Financial Group Investment Management, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Cnl Financial Group, Llc: 75% – 100% of Cfgim Holding Corp × 75% – 100% of Cnl Financial Group Investment Management, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Cfgim Holding Corp: 75% – 100% of Cnl Financial Group Investment Management, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • NONE AT THIS TIME
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗