Clockwise Capital LLC

RIASEC Registered

Total AUM

$71.5M

Discretionary

$71.5M

100% of AUM

Avg account

$474K

Accounts

151

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 175233
Registered since: January 11, 2022
Website: clockwisecapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Other Investment Advisers71.34%
Investment Companies28.66%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Clockwise Capital LLC is an SEC-registered investment adviser (registered in 2022) that operates as an individual-owned LLC focused on institutional client relationships and capital allocation. The firm provides a mix of advisory services including financial planning, discretionary portfolio management across individuals, pooled vehicles and institutions, selection of external advisers, and educational seminars. It also serves as a sponsor/GP and managing member for pooled investment vehicles. Its stated fee model combines AUM-based fees with performance-based and other fee arrangements, reflecting both traditional advisory mandates and incentives tied to investment outcomes. Clockwise does not identify as an active ESG investor and reports its operations as confined to a single state rather than a multi-state advisory footprint.