Chlebina Capital logo

Chlebina Capital

Updated today

Client assets under management

$5,061,325

Clients

11

55% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

4

Very Low

Average account size

$460,120

About

Chlebina Capital Management provides discretionary and non-discretionary portfolio management and complementary financial planning to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm manages roughly $5.06 million across 11 client accounts and generally requires a $100,000 account minimum for its advisory services.

The firm implements a set of proprietary strategies — including Integrated Tiger, Tiger, Tiger Growth, Fusion, Tiger Income, Balanced, and Foundation — and uses fundamental, technical and charting analysis to determine allocations. Trading approaches described in the brochure include long- and short-term purchases, active trading, margin transactions and covered option writing, with portfolios rebalanced and funds moved among strategies based on firm-determined indicators and client-directed objectives.

What distinguishes Chlebina from many peers is that several of its investment adviser representatives are also registered with a separate FINRA broker-dealer (Private Client Services) and may receive commission-based compensation in that separate capacity, and the firm discloses recommending PCS for brokerage while designating Interactive Brokers as the institutional custodian that calculates and deducts account fees and provides institutional services. The combination of a small asset base and client count, multiple proprietary composites and active trading techniques, together with the adviser representatives’ registered-rep affiliations and the firm’s custodial fee-deduction arrangements, are notable departures from common supported-firm profiles.

Client services

Financial planning Portfolio management

Expertise

Concentrated stock management Active portfolio management Options & derivatives strategies

Fee options

Percentage

Up to 1.25% annually (maximum annualized management fee) subject to negotiation

Commissions

Certain IARs receive commission-based compensation as registered representatives of Private Client Services for securities sales, separate from advisory fees.

Other

Account minimum: $100,000

Main office location

Chlebina Capital

843 N. Cleve Mass Road, Suite Dn 12

Akron OH 44333, United States

Number of offices

2

Most active in

Florida · Ohio

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Larry C

Series 63, Series 65

Osprey, FL

Chlebina Capital

Larry Chlebina is a financial advisor at Chlebina Capital with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Inc. and Osaic. He is also president and chief compliance officer of Chlebina Capital Management, LLC, an independent registered investment adviser. Chlebina Capital Management provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves a small client base and employs six proprietary investment strategies with active trading and continuous supervision, delivering services through its Wealth Management Platform and standalone consulting.

Concentrated stock management Active portfolio management Options & derivatives strategies
user avatar

Jessica F

CFP®

Akron, OH

Chlebina Capital

Jessica Fries is a CFP® professional with 18 years of industry experience. She is currently with Chlebina Capital Management, where she has worked since 2015, and has held prior roles at Securities America, Inc., OSAIC, and Private Client Services. Chlebina Capital Management provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves a small client base and employs six proprietary investment strategies using active trading and proprietary indicators to manage equity and fixed-income allocations on a discretionary basis.

Concentrated stock management Active portfolio management Options & derivatives strategies
user avatar

Ryan S

Series 63, Series 65

Akron, OH

Chlebina Capital

Ryan Stine is a financial advisor at Chlebina Capital with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Securities America, Inc., OSAIC, and Private Client Services. He has been with Chlebina Capital since 2005. Chlebina Capital Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs six proprietary investment strategies and manages portfolios primarily on a discretionary basis using stocks, ETFs, and fixed-income securities.

Concentrated stock management Active portfolio management Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")