C
C.N.M. Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,000,000
Clients
5
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$1,400,000
About
The firm provides discretionary investment management through a separately managed account and specializes in customized portfolio management for high‑net‑worth individuals and families. It does not serve individual (non‑high‑net‑worth) retail clients, and currently manages a very small client base.
The adviser seeks capital appreciation primarily through long positions in global equities combined with short sales of small‑capitalization equities, using fundamental, technical and macroeconomic analysis. The strategy can involve margin borrowing and other forms of leverage and is implemented on a discretionary basis with regular client reporting.
Noteworthy features include the combination of a long operating history with a small scale—roughly $7 million in assets and a handful of clients—and an investment program that relies materially on short selling and leverage, which is less common among peers of similar size. The firm negotiates execution‑only commission arrangements, aggregates orders for pro‑rata allocations, and deducts fees directly from client accounts, a practice that can have regulatory custody implications.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
1.0% per annum (0.25% per quarter) based on net assets on last day of the quarter
Main office location
C.N.M. Management, LLC
Mayfield Village OH, United States
Number of offices
1
Most active in
C.N.M. Management, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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