DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Cnl Educational Institute, LLC
Latest filing Mar 24, 2026
First filing on the tape Feb 23, 2015 · 17 filings
SEC status approved since Feb 27, 2015
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
5
0 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$0 as of Mar 24, 2026
Mar 31, 2016$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)3 as of Mar 24, 2026
Mar 31, 20162 then
Employees (5.A)5 as of Mar 24, 2026
Mar 31, 20162 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 7 to 3
Practice profile
derived from the filing of Mar 24, 2026; every figure names its basis
- RAUM per advisor
- $0derivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- unknownderivedRAUM over accounts (5.F.2.f)
- Discretionary
- unknownderivedof RAUM
- Institutional
- unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- -57%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- otherreportedItem 5.E
- Advisory activities
- otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 0reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- n/areported
- Class basis
- private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=3.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Julie Lynn Eason | Orlando, Fl | Jul 12, 2019 | 21 y | 0 |
| Bradley Scott Yochum | Orlando, Fl | Jul 31, 2019 | 10 y | 0 |
| Casey Lynn Caldwell | Orlando, Fl | Sep 20, 2019 | 11 y | 1 |
| Adam Lee Witty | Orlando, Fl | Jul 27, 2026 | 11 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount2 left over 36 months
Left, latest
- Brandon Luckett to Caz Investments L.P.Jun 3, 2025 · Other
- Evan Harbot to Wealth Enhancement Advisory Services, LLCApr 17, 2025 · Other
- Kevin Michael Mayo to Cogent Private WealthJun 23, 2023 · Other
- James Peter Bertram to Baynes Investment Counsel LLCJan 11, 2023 · Other
- Kurtis R Vande Streek to LPL Financial LLCNov 20, 2017 · Other
Joined, latest
- Adam Lee Witty from Schwab Wealth Advisory, Inc.Jul 27, 2026 · Other
- Evan Harbot from Russell InvestmentsJul 2, 2024 · Other
- Brandon Luckett from Red Oak Financial GroupJan 4, 2021 · Other
- James Peter Bertram from Nuveen Asset Management, LLCMar 16, 2020 · Other
- Casey Lynn Caldwell from Triloma Energy Advisors LLCSep 20, 2019 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Jashvantlal Chirag Bhavsar · Manager Of Managing Membercontrolsince 01/2018 · owns less than 5%
- Monroe James Seneff · 100% Membercontrolsince 11/2008 · owns 75% or more of Cnl Holdings, LLC
- Scott Bradley Yochum · Ccosince 08/2019 · owns less than 5%
Entity owners
- Cnl Financial Group Investment Management, LLC · Direct Ownerdirect · owns 75% or more
- Cfgim Holding Corp · Class A Ownerindirect · owns 75% or more of Cnl Financial Group Investment Management, LLC
- Cnl Financial Group, LLC · 100% Shareholderindirect · owns 75% or more of Cfgim Holding Corp
- Cnl Holdings, LLC · 100% Ownerindirect · owns 75% or more of Cnl Financial Group, LLC
Related persons
Schedule D 7.A
- Cnl Financial Group, Incn
- Cnl Financial Group, LLCpooled vehicle sponsory
- Cnl Fund Advisors II, LLCinvestment advisernRAUM $19.9M
- Cnl Healthcare Corp.investment advisern
- Cnl Securities Corp.broker-dealern
- Cnl Strategic Asset Management, LLCinvestment advisernRAUM $4.4M
- Cnl Strategic Capital Management, LLCinvestment advisernRAUM $1.5B
Advisers that list Cnl Educational Institute, LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Orlando, Fl · principal | 4 | 1 | 0 | ||
| Annapolis, Md | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- advisor count dropChange between filings · filing Mar 24, 2026advisory representatives (Item 5.B.3) moved from 7.0 to 3.0 (-57.0%) between the annual amendments of 2025-03-27 and 2026-03-24; the peer median change was 0.0% (44 comparable advisers, 0.0th percentile of changes)peers: other advisers, under $100M (44) · 0.0% percentile
What changed
consecutive filings, newest first
- BD registered reps · 7 to 3Mar 27, 2025 to Mar 24, 2026
- Employees · 7 to 5Mar 27, 2025 to Mar 24, 2026
- State-registered IARs · 7 to 3Mar 27, 2025 to Mar 24, 2026
- Accounts · unset to 0.0Mar 28, 2024 to Mar 27, 2025
- Financial planning clients · 0 to 0Mar 28, 2024 to Mar 27, 2025
- Discretionary RAUM · unset to 0.0Mar 28, 2024 to Mar 27, 2025
- Non-discretionary RAUM · unset to 0.0Mar 28, 2024 to Mar 27, 2025
- RAUM · unset to 0.0Mar 28, 2024 to Mar 27, 2025
- Employees · 8 to 7Mar 28, 2023 to Mar 28, 2024
- State-registered IARs · 8 to 7Mar 28, 2023 to Mar 28, 2024
- BD registered reps · 10 to 7Mar 31, 2022 to Mar 28, 2023
- Employees · 11 to 8Mar 31, 2022 to Mar 28, 2023
- State-registered IARs · 11 to 8Mar 31, 2022 to Mar 28, 2023
- BD registered reps · 8 to 10Mar 26, 2021 to Mar 31, 2022
- Employees · 9 to 11Mar 26, 2021 to Mar 31, 2022
- State-registered IARs · 9 to 11Mar 26, 2021 to Mar 31, 2022
- BD registered reps · 5 to 8Jan 31, 2020 to Mar 26, 2021
- Employees · 6 to 9Jan 31, 2020 to Mar 26, 2021
- State-registered IARs · 6 to 9Jan 31, 2020 to Mar 26, 2021
- BD registered reps · 4 to 5Sep 4, 2019 to Jan 31, 2020
- Business name · CNL ENERGY FUND ADVISORS, LLC to CNL EDUCATIONAL INSTITUTE, LLCSep 4, 2019 to Jan 31, 2020
- Employees · 5 to 6Sep 4, 2019 to Jan 31, 2020
- Insurance-licensed employees · 1 to 0Sep 4, 2019 to Jan 31, 2020
- State-registered IARs · 3 to 6Sep 4, 2019 to Jan 31, 2020
- Legal name · CNL ENERGY FUND ADVISORS, LLC to CNL EDUCATIONAL INSTITUTE, LLCSep 4, 2019 to Jan 31, 2020
- BD registered reps · 1 to 4Jul 25, 2019 to Sep 4, 2019
- Employees · 3 to 5Jul 25, 2019 to Sep 4, 2019
- State-registered IARs · 1 to 3Jul 25, 2019 to Sep 4, 2019
- Accounts · 0.0 to unsetMar 27, 2017 to Mar 29, 2018
- Advisory employees · 1 to 0Mar 27, 2017 to Mar 29, 2018
- Employees · 2 to 3Mar 27, 2017 to Mar 29, 2018
- State-registered IARs · 2 to 1Mar 27, 2017 to Mar 29, 2018
- Other offices · unset to 0.0Mar 27, 2017 to Mar 29, 2018
- Discretionary RAUM · 0.0 to unsetMar 27, 2017 to Mar 29, 2018
- Non-discretionary RAUM · 0.0 to unsetMar 27, 2017 to Mar 29, 2018
- RAUM · 0.0 to unsetMar 27, 2017 to Mar 29, 2018
- Employees · 1 to 2Feb 26, 2015 to Mar 31, 2016
- State-registered IARs · 1 to 2Feb 26, 2015 to Mar 31, 2016
Signals
6 dated events
- Brandon Luckett left Cnl Educational Institute, Llc for Caz Investments L.P. (registered 2026-01-29)Jun 3, 2025 · Advisor changed firm · fact
- Evan Harbot left Cnl Educational Institute, Llc for Wealth Enhancement Advisory Services, Llc (registered 2025-05-08)Apr 17, 2025 · Advisor changed firm · fact
- Kevin Michael Mayo left Cnl Educational Institute, Llc for Cogent Private Wealth (registered 2025-04-18)Jun 23, 2023 · Advisor changed firm · fact
- James Peter Bertram left Cnl Educational Institute, Llc for Baynes Investment Counsel Llc (registered 2023-03-21)Jan 11, 2023 · Advisor changed firm · fact
- Lynn Susan Terenzio (Cco) no longer on Schedule A of Cnl Educational Institute, Llc (listed 2019-09-04, absent 2020-01-31)Jan 31, 2020 · Control person left · inference
- Cnl Energy Fund Advisors, Llc filed its initial SEC registration (Form ADV)Feb 23, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Principal office phone
- 407-540-2541reportedpublic record, Form ADV, Mar 24, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- No RAUM reportedderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026