CLELLAND & COMPANY INC

RIASEC RegisteredEst. 1989

Total AUM

$466M

Discretionary

$395M

85% of AUM

Avg account

$1.4M

Accounts

325

Employees

Advisory reps

Firm details

Headquarters: SAN DIEGO, California
CRD number: 105406
Registered since: June 1, 1989
Website: www.clelland.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI38.67%
Charitable Organizations33.56%
Other12.79%
Individuals8.85%
Pension & Profit Sharing Plans5%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Clelland & Company Inc is an independent registered investment adviser operating as a corporation since 1989. The firm serves a mix of high-net-worth individuals, families and institutional clients, and functions as a capital allocator—selecting external managers and building composite portfolios across public and private markets. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. Investment practice centers on pooled public funds as the primary vehicle for client exposure, supplemented by managed accounts and direct fixed-income allocations. The firm allocates to alternative strategies via third‑party managers, and it combines percentage‑of‑AUM pricing with hourly and fixed fee arrangements to match different client engagement models. Clelland & Company does not identify as an active ESG investor.