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CNL RESIDENTIAL CREDIT MANAGER

ORLANDO, FL · CRD 335786 · IAPD ↗ · 407-650-1000

$48.0MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
July 2026 — CNL RESIDENTIAL CREDIT MANAGER reported RAUM up 104% ($23.5M -> $48.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
June 2025 — CNL RESIDENTIAL CREDIT MANAGER (ORLANDO, FL) is newly SEC-registered with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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