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Cleveland Capital Management, L.L.C. (Rocky River)


Cleveland Capital Management, L.L.C. is a large advisory firm based in Rocky River. It manages $22.55 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2007.

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Cleveland Capital Management, L.L.C provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cleveland Capital Management, L.L.C: assets under management

The assets under management (AUM) of Cleveland Capital Management, L.L.C. is $22.55 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $22.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.52 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cleveland Capital Management, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rocky River

The principal office where Cleveland Capital Management, L.L.C. performs its advisory services is located at 1250 Linda St. Suite 304, Rocky River, OH 44116, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 440-333-4925 or by fax 440-333-4940. The normal business hours are 8:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.clevelandcapital.com.


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