Cenacle Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,000,000
Clients
73
23% 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
73
Very HighAverage account size
$273,973
About
Cenacle Capital Management provides discretionary investment management and advisory services to individuals as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities. The firm also offers pension consulting and 401(k) plan reviews and conducts educational programs and workshops for plan participants and allied professionals.
The firm's investment approach emphasizes tactical asset allocation and income‑oriented option strategies implemented mainly with exchange‑traded funds and equities, including a dedicated option‑enhanced portfolio and a cash management strategy. It also manages strategies that allocate to Bitcoin‑linked ETFs and other digital‑asset products and employs options and other derivatives in separately managed accounts, with the firm noting the heightened volatility and risks of those instruments.
Noteworthy aspects include an explicit pension consulting practice combined with participant education and public content (a newsletter and podcast focused on blockchain and digital assets), and specialized Bitcoin strategies that convert option‑generated distributions into incremental spot‑Bitcoin allocations. The firm discloses a disciplinary event: its principal was sanctioned by the Chicago Board Options Exchange for a position‑limit violation, as reported in the Form ADV.
Client services
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Options & derivatives strategies
Wealth management
Fee options
$0+: 1.00% annually (Asset Management Services) $0+: 1.50% annually (Option Enhanced Portfolio Program) $0+: 0.35% annually (Cash Management Strategy) $0+: 1.00% annually (Bitcoin Gold Switching Strategy) $0+: 1.00% annually (Bitcoin Flywheel Strategy)
Commission-based compensation earned by licensed insurance agents affiliated with the firm for selling insurance products
$250 per hour for independent 401(k) plan reviews
Account minimum: $100,000 (Tactical Asset Allocation ETF strategy), $250,000 (Equity and ETF Options Enhanced Portfolio account); minimums may be waived at discretion Fee-only: Hourly fee of $250 for independent 401(k) plan reviews
Main office location
Cenacle Capital Management, LLC
Glenview IL, United States
Number of offices
1
Most active in
Cenacle Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
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
Quick links
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