A complete list of active advisors currently associated with Chevelon Capital Management LLC
Warmer can help you find a great advisor at Chevelon Capital Management LLC or one who fits your needs even better.
Chevelon Capital Management offers ongoing portfolio management and financial planning services to individuals, high-net-worth individuals, and corporations or business entities. The firm manages roughly $54.3 million across about 33 client accounts and prepares individualized Investment Policy Statements that document each client’s goals, time horizon, and risk tolerance. The firm primarily recommends equities and uses cyclical, fundamental, and technical analysis applied across both long- and short-term trading strategies. Chevelon typically seeks discretionary trading authority, conducts at least quarterly account reviews with regular reporting, and relies on Schwab Institutional for custody and trade execution. Notably, Chevelon serves corporations and business entities in addition to individual clients, a client segment that is uncommon among independent advisers of its type. The firm also includes financial planning within its standard annual services upon request, requires clients to use a specific broker-dealer custodian (Schwab Institutional), and reports no soft-dollar arrangements.
To learn more about the advisors currently working at Chevelon Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Scottsdale, AZ
| 6
|
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