Chagrin Valley Legacy Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
The firm provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, businesses, and pension plans, generally citing a $2 million account minimum that may be waived. In addition to portfolio management, the firm offers business consulting for owners and delivers general educational content and seminars/workshops to prospects and clients, with disclosed arrangements for third‑party compensation related to educational or referral activities.
Portfolios may include ETFs, stocks, bonds, mutual funds, options (including covered calls), REITs, annuities, and government securities, and the firm may retain legacy holdings for portfolio fit or tax efficiency. The investment approach blends fundamental and technical analysis, emphasizes value and quality, and prioritizes disciplined risk management with a focus on downside protection while typically favoring a long‑term orientation but permitting tactical shorter‑term trades.
Distinctive operational features include that the firm is newly formed and, as of filing, reports no assets under management and a single management person operating the advisor. The firm requires clients to custody assets at a single platform provider (Altruist) under a directed brokerage arrangement that supplies platform services and research, and it discloses that its advisory representative is licensed to sell insurance and may receive separate commissions—items that bear on potential conflicts of interest and execution or custody considerations.
Client services
Portfolio management
Educational seminars or workshops
Expertise
Active portfolio management
Options & derivatives strategies
Real estate investing
Annuities
Fee options
1.25% annually (maximum annual rate, exact fees per client detailed in advisory agreement)
Account minimum: $2 million (may be waived at CVLA’s discretion) Fee-only: Advisory fees charged monthly in advance, not exceeding 1.25% annually; no commissions received for securities transactions; fee-only advisory firm.
Main office location
Chagrin Valley Legacy Advisors, LLC
8682 Tanglewood Trail
Chagrin Falls OH 44023, United States
Number of offices
1
Most active in
Chagrin Valley Legacy Advisors, 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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