Cleveland Capital Management, L.L.C.: new SEC registration, $216M AUM, Rocky River, OH
Cleveland Capital Management, L.L.C. (Rocky River, Ohio): new SEC registration, $216M AUM, Rocky River, OH. Its amount of 216 is above the median of 135 (69th percentile). Dated 191 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 216 · 69th percentile of 1,225 NewRiaPulse records · 1.6x the median
Free preview: all 11 published fields of this record are shown below. Locked: 38 related OH NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Cleveland Capital Management, L.L.C. |
| Legal name | Cleveland Capital Management, L.L.C. |
| CRD | 341686 |
| Status | Approved |
| Registered with the SEC | 2026-04-28 |
| Latest Form ADV filing | 2026-05-04 |
| Location | Rocky River, OH, United States |
| Regulatory AUM | $215,837,993 |
| Accounts | 4 |
| Employees | 2 |
| Website | https://www.clevelandcapital.com/ |
| amount percentile | 69th of 1,225 (median 135, 1.6x median) |
| Peer records CSV (39 OH records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-28
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (OH first): Drive Capital LLC · Woodland Wealth Partners · The Connor Group Fund Manager, LLC · The O.H.I.O. Fund · Arg Private Wealth, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Cleveland Capital Management, L.L.C. and 39 Ohio peers
- Ohio NewRiaPulse records like this one: 39
- Cleveland Capital Management, L.L.C.'s amount: 69th percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Ohio peer: $7,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $216M under management.
- Website on file.
What is the NewRiaPulse record for Cleveland Capital Management, L.L.C. in Rocky River, Ohio?
Cleveland Capital Management, L.L.C. received SEC registration as an investment adviser (2026-04-28) with $215,837,993 in regulatory assets under management, based in Rocky River, OH.
How does Cleveland Capital Management, L.L.C. compare to other Ohio NewRiaPulse records?
Its amount of 216 sits in the upper half (69th percentile) of 1,225 records; the median is 135. It is 191 days old; check the official source for later updates before acting.
Cleveland Capital Management, L.L.C. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Cleveland Capital Management, L.L.C. | Rocky River, OH | 216 | 69th | 2026-04-28 |
| New Paradigm Capital Management, LLC | Great Falls, VA | 167 | 61st | 2026-10-16 |
| Bollin Wealth Management, LLC | Perrysburg, OH | 153 | 57th | 2026-10-20 |
| Von Haefen Financial Management | 128 | 46th | 2026-10-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Ohio NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.