Cereli Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individuals, retirement plans, and small corporate and nonprofit clients by designing and implementing portfolios of stocks, mutual funds and fixed‑income instruments. It provides portfolio management on a discretionary basis (the brochure reports approximately $1,000,000 managed discretionarily as of December 2015) and does not offer comprehensive financial planning services.
Investment decisions are informed by Modern Portfolio Theory and a blend of qualitative and quantitative analysis, including review of company SEC filings such as Forms 10‑K and 10‑Q; asset allocation is tailored to client risk tolerance and time horizon. The firm generally employs equities, mutual funds and treasury and corporate bonds, avoids options and futures, and works through a single custodian whose third‑party research supplements in‑house analysis.
The brochure notes the advisor has historically kept a low profile but may adopt a more proactive approach and emphasizes written account reviews and client communications — an area (periodic written communications) that is uncommon among similar solo advisers. Other distinguishing details include a small client roster and modest assets under management, the principal spending about 25% of his time on tax preparation services, and a policy of receiving only fee income (no third‑party compensation) while leaving proxy voting to clients.
Client services
Expertise
Fee options
0.25% quarterly (equivalent to 1.00% annually based on standard quarterly calculation)
Account minimum: $10,000 (except $1,000 for retirement plans) Minimum fee: Minimum annual billing of $250
Main office
Stockbridge GA
Advisors at this office
1
Most active in
Florida
Also doing business as
C & R Management Services, Inc · Cereli Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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