Clym LLC

RIASEC Registered

Total AUM

$3.2M

Discretionary

$3.2M

100% of AUM

Avg account

$532K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 318567
Website: clymwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Clym LLC is a small, independent registered investment adviser operating as an LLC and owned by an individual. The firm provides fee-based financial planning and discretionary portfolio management primarily for individual and family clients, with capacity to manage assets for small businesses or institutional clients as well. Service offerings include hourly and fixed-fee engagements in addition to a percentage-of-AUM billing model, and the firm also runs educational seminars and workshops. Investment activity shows a conservative, liquidity-focused posture: cash and cash equivalents represent the dominant asset class on the books. Clym LLC is not positioned as a capital allocator and does not self-identify as an active ESG investor or a multi-state adviser. Given its business mix and AUM profile, the firm appears to emphasize personalized portfolio construction and planning rather than large-scale institutional product distribution.