Cercano Management LLC
Bellevue, WA·SEC-registered · CRD #315897
Cercano Management LLC is an SEC-registered investment advisory firm in Bellevue, WA managing $7.3B across 52 client accounts, with 25 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$7.3B
Client accounts
52
Advisory staff
25
Fee model
Fee-based
How Cercano Management LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Cercano Management LLC
How much does Cercano Management LLC manage?
Per its most recent SEC Form ADV filing (06/18/2026), Cercano Management LLC reports $7.3B in regulatory assets under management across roughly 52 client accounts.
How does Cercano Management LLC charge?
Cercano Management LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Cercano Management LLC a fiduciary?
Yes. Cercano Management LLC is registered with the U.S. Securities and Exchange Commission (CRD #315897), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Cercano Management LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Cercano Management LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Cercano Management LLC's public SEC Form ADV filing (CRD #315897, filed 06/18/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Cercano Management LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Cercano Management LLC? Claim this profile.