CERCANO MANAGEMENT LLC
SEC RegisteredVision From Experience. Insight That Endures.
About the firm
Cercano provides a fully integrated investment advisory experience in which a measured approach and long-term perspective come together to support performance and wealth preservation across generations. Cercano was built to serve families operating across geographies, structures, responsibilities and generations, providing clarity, coordination, and experienced judgment across key decisions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Cercano offers an integrated platform including Investment Strategy & Stewardship, Tax & Estate Planning, Legacy Development & Family Governance, and Operational Management & Ongoing Continuity Support, delivered within a family office-informed experience.
Who they serve
Families and individuals, including those operating across geographies, structures, responsibilities, and generations, with long-term wealth and generational priorities.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 13 | $1.4B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 31 | $8.8B |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CERCANO MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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