# Chevelon Capital Management LLC

> Chevelon Capital Management LLC is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 298609
- Filed as: CHEVELON CAPITAL MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298609
- AdvisorCensus page: https://advisorcensus.com/firm/chevelon-capital-management-llc-scottsdale-az-298609

## Quick answers

**How is Chevelon Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Chevelon Capital Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Chevelon Capital Management LLC located?**
Chevelon Capital Management LLC's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Chevelon Capital Management LLC registered with the SEC or a state?**
Chevelon Capital Management LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 298609.

**How much does Chevelon Capital Management LLC manage?**
Chevelon Capital Management LLC reports $54,274,540 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Chevelon Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (23); individuals (other than high net worth individuals) (10); corporations or other businesses not listed above (3).

**Does Chevelon Capital Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/298609

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $54,274,540
- Discretionary: $54,274,540
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $3,821,760 |
| High net worth individuals | 23 | $48,773,657 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $1,679,123 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [cheveloncap.com](https://cheveloncap.com)
- LinkedIn @chevelon-capital-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chevelon Capital Management LLC (CRD 298609): Form ADV filing data as of October 2026.