CLAREMONT FINANCIAL GROUP,INC.

Overview

Claremont Financial Group, Inc. is an independent registered investment adviser that has operated since 2000 and serves individual and family clients. The firm combines financial planning and hands-on portfolio management for individuals and small businesses with the selection and oversight of third‑party managers, positioning itself as a capital allocator for its client base. Fee arrangements include a percentage of assets under management and hourly billing, which supports both ongoing advisory relationships and project-based planning work. Investment activity shows a clear equity bias. The firm’s reported asset mix and custody activity point to a preference for exchange‑traded equities and tax‑efficient pooled vehicles to implement core equity exposures. Claremont is not an ESG‑active manager, and it maintains a relatively compact client roster that allows for personalized portfolio construction and direct use of third‑party alternative managers where warranted.

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Public Holdings

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Location & Offices