CCLG Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is a newly registered state-registered investment adviser that provides discretionary asset management and retirement-account rollover advice to individuals, trusts, and other entities. Services are delivered through a digital custodial platform and are described as individually tailored portfolio management for retail clients.
CCLG Advisors manages accounts by subscribing to and building model portfolios through the Altruist Model Marketplace, using a mix of Altruist-generated and third‑party models as well as custom models, and combines fundamental and technical analysis with a value‑oriented, long‑term and tactical allocation approach. The firm accepts discretionary authority, charges percentage‑of‑assets fees on a tiered schedule, and states that it is responsible for the suitability of any model or third‑party strategy applied to client accounts.
Noteworthy aspects of the firm include an affiliation with the principal’s accounting businesses and several other non‑advisory activities (insurance sales and mortgage brokerage), with disclosed referral arrangements and potential conflicts of interest that clients may wish to evaluate. The brochure also highlights that the firm currently has no active advisors or assets under management, does not act as a private fund adviser, and relies on the Altruist marketplace to select other advisers — a combination that is uncommon for firms in this registration category.
Client services
Fee options
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Main office
626 N Alafaya Trail, Ste 206
Orlando FL 32828
Advisors at this office
1
Most active in
Connecticut · Florida
Also doing business as
Cclg Advisors · Cclg Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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