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CNL STRATEGIC CAPITAL MANAGEMENT, LLC

ORLANDO, FL · CRD 286342 · IAPD ↗ · 407-650-1000

$1.54BRegulatory AUM
3Advisory reps
7Employees
1Clients
0Planning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

55
April 2025 — CNL STRATEGIC CAPITAL MANAGEMENT, LLC reported RAUM up 27% ($1.01B -> $1.29B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2024 — CNL STRATEGIC CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($732.5M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.