A complete list of active advisors currently associated with Clarendon Private LLC

Warmer can help you find a great advisor at Clarendon Private LLC or one who fits your needs even better.

Clarendon Private provides wealth management to individuals, high‑net‑worth clients, trusts, estates, endowments and businesses, offering discretionary portfolio management together with financial planning and consulting. The firm typically charges percentage‑of‑assets fees and may implement portfolios directly or through unaffiliated independent managers. The adviser generally takes a long‑term orientation while using both fundamental and technical analysis to construct portfolios made up of ETFs, mutual funds, individual equities, fixed income and alternative investments, and it will trade shorter‑term when needed for rebalancing, tax management or changing market conditions. Clarendon conducts ongoing monitoring and periodic reviews of accounts and performs oversight of any independent managers it recommends. Clarendon is owned by Beacon Bank & Trust (a subsidiary of Beacon Financial), and the brochure discloses operational ties — including shared information systems, cross‑referrals between the bank and the adviser, and the adviser accepting custody of client assets as a result — which the firm identifies as potential conflicts of interest. Founded in 2021, the firm manages about $352.1 million on a discretionary basis for a relatively small client base (46 clients), and it discloses an institutional custody relationship with Schwab and an independent annual surprise custody audit, features that distinguish its operating and oversight arrangements from many peers.

To learn more about the advisors currently working at Clarendon Private LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Clarendon Private LLC's office locations.