CLARION CALL CAPITAL

Overview

Clarion Call Capital is a limited liability company that registered with the SEC in 2024 and operates as an owner-managed advisory firm. The firm’s declared focus is discretionary portfolio management for both individuals/small businesses and businesses or institutions, and it charges clients on a percentage-of-assets-under-management fee basis. Filings show a strong emphasis on fixed-income investing, with the bulk of client assets allocated to state and local municipal bonds. The firm is not identified as an active ESG investor and does not report multi-state adviser status. Investment activity centers on income-oriented, low-volatility allocations. The concentration in municipal securities suggests tax-aware strategies and a priority on credit selection, yield capture and cash-flow generation rather than equity beta or concentrated stock positions. Clarion Call Capital lists Charles Schwab & Co., Inc. as its custodian, and it operates with fully discretionary authority over the assets it manages.

Assets & Accounts

Investments & Alternatives

Location & Offices