RIA Intel›Advisers›Arizona›CHEVELON CAPITAL MANAGEMENT LLC

CHEVELON CAPITAL MANAGEMENT LLC

Advisory

SCOTTSDALE, AZ

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in AZ
#369
of 387 advisers by AUM
Average account
$848K
across 64 accounts
AUM per adviser
$54M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$54M
Discretionary %
100%
Clients
36
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$54M
Discretionary AUM$54M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients36
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

HERMENS CAPITAL MANAGEMENT, INC
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DWYER FINANCIAL, LLC
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$54M
ESSENTIAL WEALTH MANAGEMENT, LLC
PHOENIX, AZ
$54M
RON DENK INVESTMENT ADVISORY SERVICES, LTD.
PHOENIX, AZ
$55M
-9.7% 1Y

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