Chagrin Valley Legacy Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, businesses, and pension plans, generally citing a $2 million account minimum that may be waived. In addition to portfolio management, the firm offers business consulting for owners and delivers general educational content and seminars/workshops to prospects and clients, with disclosed arrangements for third‑party compensation related to educational or referral activities.
Portfolios may include ETFs, stocks, bonds, mutual funds, options (including covered calls), REITs, annuities, and government securities, and the firm may retain legacy holdings for portfolio fit or tax efficiency. The investment approach blends fundamental and technical analysis, emphasizes value and quality, and prioritizes disciplined risk management with a focus on downside protection while typically favoring a long‑term orientation but permitting tactical shorter‑term trades.
Distinctive operational features include that the firm is newly formed and, as of filing, reports no assets under management and a single management person operating the advisor. The firm requires clients to custody assets at a single platform provider (Altruist) under a directed brokerage arrangement that supplies platform services and research, and it discloses that its advisory representative is licensed to sell insurance and may receive separate commissions—items that bear on potential conflicts of interest and execution or custody considerations.
Client services
Expertise
Fee options
1.25% annually (maximum annual rate, exact fees per client detailed in advisory agreement)
Account minimum: $2 million (may be waived at CVLA’s discretion) Fee-only: Advisory fees charged monthly in advance, not exceeding 1.25% annually; no commissions received for securities transactions; fee-only advisory firm.
Main office
25800 Science Park Drive, Suite 150
Beachwood OH 44122
Advisors at this office
1
Most active in
Ohio · Texas
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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