Cnl Fund Advisors, Inc. (Orlando)

Cnl Fund Advisors, Inc. is a large advisory firm based in Orlando. It manages $33.91 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Florida.

Cnl Fund Advisors provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cnl Fund Advisors: assets under management

The assets under management (AUM) of Cnl Fund Advisors, Inc. is $33.91 million. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $10 million in discretionary accounts and $23.91 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.39 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cnl Fund Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cnl Fund Advisors, Inc.

John Grayson Sanders has been acting as President since 1 Mar 2005. Inc. Cnl Real Estate Group joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Arthur Bourne	President / cio / treasurer	1 Dec 1990	Other	1005132
Madeline Eustice Rose	Secretary	1 Dec 1990	Other	1724285
James Monroe Seneff	Chairman / ceo	1 Dec 1990	Other	727193
Inc. Cnl Capital Markets	Shareholder / direct owner	1 Jan 2000	75% - 100%	59-3618799
Cnl Capital Markets Corp	Shareholder / direct owner	1 Jan 2000	75% - 100%	59-3618799
Constance Ann Lowry	Cfo	1 Mar 2002	Other	2016937
Constance Ann Lowry	Svp of finance	1 Apr 2004	Other	2016937
Tammy Jo Tipton	Secretary	1 Jun 2004	Other	1912968
Kamal Jafarnia	Cco/vp	1 Oct 2004	Other	2890436
Robert Arthur Bourne	Ceo / cio / treasurer	1 Nov 2004	Other	1005132
John Grayson Sanders	President	1 Mar 2005	Other	410187

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
James Monroe Seneff	Shareholder	1 Jan 2000	50% - 75%	727193
Dayle Lynn Seneff	Shareholder	1 Jan 2000	50% - 75%	1969570
Inc. Cnl Holdings	Shareholder	1 Jan 2000	75% - 100%	59-3618797
Inc. Cnl Financial Group	Shareholder	1 Jan 2000	75% - 100%	59-2046903
Inc. Cnl Real Estate Group	Shareholder	1 Jan 2006	75% - 100%	59-3618801

Based in Orlando

The principal office where Cnl Fund Advisors, Inc. performs its advisory services is located at 450 South Orange Avenue, Orlando, FL 32801 The mailing address of the firm is P.O. Box 4920, Orlando, FL 32802 4920. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-650-1000 or by fax 407-423-2894. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday.