Clancy Capital Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 328802
- Custodians
- THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI95.49%
- Individuals4.51%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Clancy Capital Advisors LLC is an independent registered investment advisor (RIA) that operates as a limited liability company. The firm primarily serves individuals and families, providing a range of financial planning services and portfolio management tailored to small businesses and individual clients. Clancy Capital Advisors LLC employs a fee structure based on a percentage of assets under management, hourly charges, and fixed fees. The firm does not engage in capital allocation or operate as a pension consultant, focusing instead on personalized investment strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities3%
Contacts
1 of 1
Steven Clancy
OwnerCRD 7838588
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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