Chevelon Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$52,595,417
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
33
70% 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
33
TypicalAverage account size
$1,593,801
About
Chevelon Capital Management offers ongoing portfolio management and financial planning services to individuals, high-net-worth individuals, and corporations or business entities. The firm manages roughly $54.3 million across about 33 client accounts and prepares individualized Investment Policy Statements that document each client’s goals, time horizon, and risk tolerance.
The firm primarily recommends equities and uses cyclical, fundamental, and technical analysis applied across both long- and short-term trading strategies. Chevelon typically seeks discretionary trading authority, conducts at least quarterly account reviews with regular reporting, and relies on Schwab Institutional for custody and trade execution.
Notably, Chevelon serves corporations and business entities in addition to individual clients, a client segment that is uncommon among independent advisers of its type. The firm also includes financial planning within its standard annual services upon request, requires clients to use a specific broker-dealer custodian (Schwab Institutional), and reports no soft-dollar arrangements.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Main office location
Chevelon Capital Management LLC
7114 E. Stetson Drive, Suite 400
Scottsdale AZ 85251, United States
Number of offices
1
Most active in
Chevelon Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · 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
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