Secretary · CNL Strategic Capital Management, LLC
Bradley S. Yochum
CRD 6232818 · Named on Form ADV at 4 SEC-registered advisers
At a glance
CNL Strategic Capital Management, LLC, an SEC-registered asset manager based in Orlando, FL with $1.5 billion in regulatory assets, lists Bradley S. Yochum on its Form ADV as Secretary, a control person. The SEC filings also name Bradley at 3 other registered advisers.
Firms and roles
- CNL Strategic Capital Management, LLCSecretaryAsset manager · Orlando, FL · $1.5B in regulatory assets
- CNL Residential Credit ManagerSecretaryPrivate fund adviser · Orlando, FL · $48M in regulatory assets
- CNL Fund Advisors II, LLCSecretaryPrivate fund adviser · Orlando, FL · $20M in regulatory assets
- CNL Educational Institute, LLCCCOAsset manager · Orlando, FL · $0M in regulatory assets
AtlasMembers
Bradley’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 4 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Bradley’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Tammy J. TiptonChief Financial Officer and Treasurer, CNL Strategic Capital Management, LLC
- Chirag J. BhavsarManager of Managing Member, CNL Strategic Capital Management, LLC
- Julie L. EasonChief Compliance Officer, CNL Strategic Capital Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bradley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.