Osprey, FL Office

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.