AUMdb

Cclg Advisors Llc

State-registered Investment Adviser · Boutique (under $100M) CRD 342796 · Orlando, FL · WWW.CCLGADVISORS.COM
☆ Save with Pro ADV data as of Jul 15, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
—
Avg AUM / client
—
Accounts
0
Employees
3

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • • Percentage of assets under management

Services

  • • Portfolio management for individuals/small businesses
  • • Selection of other advisers

Custody

Firm reports having 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: Jul 15, 2026.

View current Form ADV (SEC/IAPD) ↗