Cerner Capital Management, LLC

Cerner Capital Management provides discretionary investment management, financial planning, and advisory consultations primarily to individual clients, and it also offers tax advice and tax-planning consultations for entrepreneurs and other professionals. The firm charges asset-based advisory fees as part of its compensation arrangements and delivers customized, goals‑based plans and ongoing portfolio monitoring.

The firm’s investment process emphasizes fundamental analysis and typically implements growth-and-income portfolios, but the brochure discloses the use of more aggressive, short‑term trading techniques when suitable. It specifically notes that certain separately managed accounts may use derivatives (options, futures, swaps and similar instruments) and may employ borrowing or margin, and it highlights the elevated risks those techniques can introduce.

Cerner’s brochure discloses that the principal is a Certified Public Accountant who may devote a portion of his time to paid tax services, and it explains the potential conflicts when clients purchase both tax and advisory services. Compared with many peers, the firm’s disclosures place particular emphasis on the use of advanced instruments and margin in managed accounts plus detailed personal‑trading controls and conflict‑of‑interest notice around dual roles.