CLC CAPITAL MANAGEMENT

Overview

CLC Capital Management is a small, independent registered investment adviser organized as a sole proprietorship that serves individuals and families on a fee basis tied to assets under management. The firm’s stated advisory activities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and educational workshops. Investment positioning emphasizes equities exposure and liquid public markets; exchange-traded equities and ETFs are the single largest asset class in the books, reflecting a bias toward traded equity instruments for core allocations. The adviser is not classified as an active ESG investor, and its business model focuses on traditional wealth management services for retail and family clients. Fee capture comes primarily from percentage-of-AUM billing, and the firm operates with full discretionary authority over the assets it manages.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices