{
  "crd_number": 175137,
  "slug": "cnl-educational-institute-llc-orlando-fl-175137",
  "primary_business_name": "CNL EDUCATIONAL INSTITUTE, LLC",
  "legal_name": "CNL EDUCATIONAL INSTITUTE, LLC",
  "dbas": [],
  "city": "Orlando",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "36740",
  "metro": {
    "cbsa_code": "36740",
    "common_name": "Orlando",
    "msa_name": "Orlando-Kissimmee-Sanford, FL",
    "path": "/advisors/fl/orlando"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-02-27",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 5,
  "advisory_employees": 0,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "other"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "DE",
    "FL"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/175137",
  "city_as_filed": "ORLANDO",
  "url": "https://advisorcensus.com/firm/cnl-educational-institute-llc-orlando-fl-175137",
  "display_name": "CNL Educational Institute, LLC",
  "summary": "CNL Educational Institute, LLC is an SEC-registered investment advisory firm in Orlando, FL, registered since 2015, with no regulatory assets under management reported in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. CNL Educational Institute, LLC (CRD 175137): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is CNL Educational Institute, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), CNL Educational Institute, LLC reports these compensation arrangements: other."
    },
    {
      "q": "Where is CNL Educational Institute, LLC located?",
      "a": "CNL Educational Institute, LLC's principal office is in Orlando, FL, according to its Form ADV."
    },
    {
      "q": "Is CNL Educational Institute, LLC registered with the SEC or a state?",
      "a": "CNL Educational Institute, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 175137."
    },
    {
      "q": "How have CNL Educational Institute, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for CNL Educational Institute, LLC: Total employees: 9 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does CNL Educational Institute, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/175137"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 9,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 11,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 8,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 7,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 7,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 5,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/cnl-educational-institute-llc-orlando-fl-175137.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/175137",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}