Cnl Fund Advisors Company

Cnl Fund Advisors Company (CRD# 107117) is a financial advisory firm headquartered in Orlando, FL. They manage $4,045,125 in 1 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $4,045,125
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL

Financial Advisors at Cnl Fund Advisors Company
Showing 1 - 6 of 6 top financial advisors.
1
Robert M. Campbell
CRD#: 5654025
450 South Orange Avenue, Suite 1200, Orlando, FL 32801
93
Wealthminder
score

Robert Campbell (CRD# 5654025) is an Investment Advisor Representative working at Cnl Fund Advisors Company in Orlando, FL and has over 6 years of experience in the finance industry.

2
Sean P. Hickham
CRD#: 1879601
450 South Orange Avenue, Suite 1200, Orlando, FL 32801
93
Wealthminder
score

Sean Hickham (CRD# 1879601) is an Investment Advisor Representative working at Cnl Fund Advisors Company in Orlando, FL and has over 28 years of experience in the finance industry.

3
Thomas K. Sittema
CRD#: 2495693
450 South Orange Avenue, Suite 1200, Orlando, FL 32801
93
Wealthminder
score

Thomas Sittema (CRD# 2495693) is an Investment Advisor Representative working at Cnl Fund Advisors Company in Orlando, FL and has over 22 years of experience in the finance industry.

4
Kevin M. Mayo
CRD#: 6224576
450 South Orange Avenue, Suite 1200, Orlando, FL 32801
89
Wealthminder
score

Kevin Mayo (CRD# 6224576) is an Investment Advisor Representative working at Cnl Fund Advisors Company in Orlando, FL and has over 3 years of experience in the finance industry.

5
Steven D. Shackelford
CRD#: 6168664
450 South Orange Avenue, Suite 1200, Orlando, FL 32801
89
Wealthminder
score

Steven Shackelford (CRD# 6168664) is an Investment Advisor Representative working at Cnl Fund Advisors Company in Orlando, FL and has over 3 years of experience in the finance industry.

6
Susan L. Terenzio
CRD#: 5653809
450 South Orange Avenue, Suite 1200, Orlando, FL 32801
81
Wealthminder
score

Susan Terenzio (CRD# 5653809) is an Investment Advisor Representative working at Cnl Fund Advisors Company in Orlando, FL and has over 6 years of experience in the finance industry.

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