Cecil Wealth

Cecil Wealth provides discretionary portfolio management and standalone financial planning to individuals, high‑net‑worth clients, and business entities, as described in its brochure; however, the firm currently reports no assets under management or active client accounts. The firm says it prepares an Investment Policy Statement for each client and tailors portfolios to individual goals, time horizons, and documented risk tolerances.

The firm’s stated investment process emphasizes technical and market‑timing tools — charting, cyclical analysis and technical analysis — and employs both long‑ and short‑term trading across mutual funds, equities, fixed income, ETFs (including precious‑metals ETFs) and annuities. Cecil Wealth manages accounts on a discretionary basis, requires clients to use a specified custodian (Altruist) for execution, and provides quarterly custodian reporting.

Distinctive features disclosed in the brochure include the principal’s outside broker‑dealer role (the principal is a registered representative of LPL Financial and accepts compensation for product sales), a relationship the firm identifies as a potential conflict and documents for clients. The firm also requires use of a single custodian rather than permitting client‑directed brokerage, and it currently operates with a single management person and no reported AUM, factors that prospective institutional or pooled‑vehicle clients may weigh when assessing operational capacity and conflicts.