Chlebina Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Chlebina Capital Management is a money management firm that provides discretionary and non‑discretionary portfolio management and complementary financial planning and consulting to individuals, trusts, estates, charitable organizations, pension and profit‑sharing plans, and business entities. As of 12/31/2025 the firm reported approximately $5.06 million in discretionary assets under management and serves a small client base (11 clients).
The firm integrates fundamental, technical, and charting analysis across multiple proprietary strategies — including Integrated Tiger, Tiger, Tiger Growth, Fusion, Tiger Income, Balanced, and Foundation — and shifts allocations among those strategies opportunistically. Implementation can include long‑ and short‑term purchases, active trading, margin transactions, and covered option writing, with continuous monitoring and periodic rebalancing.
Several of Chlebina’s investment adviser representatives are also registered representatives of Private Client Services and, in that separate broker‑dealer capacity, may receive commission‑based compensation for securities transactions; the brochure discloses this conflict, states that commissions will not be taken in Chlebina‑managed advisory accounts, and describes compliance measures to mitigate the conflict. The firm also discloses recommending custodians (Fidelity and Interactive Brokers) and receiving certain custodial benefits, and it maintains seven distinct strategy composites despite its relatively small AUM, a combination that is atypical among peers.
Client services
Expertise
Fee options
Up to 1.25% annually (negotiable, flat fee agreed upon prior to account opening)
Certain Executive officers and IARs receive commission-based compensation as registered representatives of PCS for securities transactions outside advisory accounts.
Account minimum: $100,000 Fee-only: Annual management fee up to 1.25% based on assets under management, charged as a flat fee agreed upon prior to account opening.
Main office
843 N. Cleve-Mass Road, Suite Dn-12
Akron OH 44333, United States
Offices (2)
Most active in
Florida · Ohio · Texas
Also doing business as
Chlebina Capital · Chlebina Capital Management, 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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory 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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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
Advisors at this firm
Larry C
Series 63, Series 65
Osprey, FL
Chlebina Capital
Larry Chlebina Sr. is a financial advisor with Chlebina Capital, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at several firms, including Private Client Services, OSAIC, Securities America, Inc., and Securities Service Network, Inc., and has been with Chlebina Capital since 2004. He also serves as president and chief compliance officer of Chlebina Capital Management, LLC, an independent registered investment adviser. Chlebina Capital Management provides discretionary and non-discretionary portfolio management as well as financial planning and consulting to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm uses multiple proprietary strategies and combines fundamental, technical, and charting analysis to manage client portfolios actively.
Jessica F
CFP®
Akron, OH
Chlebina Capital
Jessica Fries is a CFP® professional with 18 years of industry experience. She has been with Chlebina Capital since 2015 and currently works there as an advisor. Prior to that, she held roles at Securities Service Network, inc, SECURITIES AMERICA, inc., OSAIC, and Private Client Services. Chlebina Capital Management is a money management firm serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs multiple proprietary strategies combining fundamental, technical, and charting analysis, and offers both discretionary and non-discretionary portfolio management alongside financial planning and consulting.
Ryan S
Series 63, Series 65
Akron, OH
Chlebina Capital
Ryan Stine is a financial advisor at Chlebina Capital with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Private Client Services, OSAIC, Securities America, and Securities Service Network. Stine has been with Chlebina Capital since 2005. Chlebina Capital Management is a money management firm serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm employs multiple proprietary investment strategies and offers discretionary and non-discretionary portfolio management alongside financial planning and consulting.
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