Cnl Strategic Capital Management, Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 1
- Avg AUM / client
- $1.5B
- Accounts
- 1
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other | 1 | $1.5B | 100.0% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Seneff, James, Monroe | 100% Member | Nov 2008 (18y) | ≈ 31.64% – 100% via Cnl Holdings, Llc | |
| Tipton, Tammy, Jo | Chief Financial Officer And Treasurer | Aug 2016 (10y) | Less than 5% | |
| Bhavsar, Chirag, Jashvantlal | Manager Of Managing Member | Dec 2017 (9y) | Less than 5% | |
| Julie Lynn Eason | Chief Compliance Officer | Mar 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cfg Xvi, Inc. | Manager | Aug 2016 | A | 75% or more |
| Cnl Financial Group, Llc | 100% Shareholder | Aug 2016 | B | ≈ 56.25% – 100% via Cfg Xvi, Inc. |
| Cnl Holdings, Llc | 100% Member | Nov 2008 | B | ≈ 42.19% – 100% via Cnl Financial Group, 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 Cfg Xvi, Inc. × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Cnl Financial Group, Llc: 75% – 100% of Cfg Xvi, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Cnl Holdings, Llc: 75% – 100% of Cnl Financial Group, Llc × 75% – 100% of Cfg Xvi, Inc. × 75% – 100% direct ≈ 42.19% – 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) | 06/30/2026 | 1.22 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
- • Percentage of assets under management
- • Performance-based fees
Services
- • Other services
Custody
Reported custodians
- Valley Bank $134M (13% of AUM) Mar 2024
- First Horizon Advisors, Inc. $106M (15% of AUM) Mar 2023
- Valley National Bank $61.7M (4% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗