Clc Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CLC Capital Management advises individuals, families, institutions and profit-sharing plans, delivering investment management alongside financial planning, retirement and estate planning, education funding and pension consulting. The firm operates on a fee-only basis and does not accept commissions for securities transactions.
The firm implements a strategic diversification, core-and-satellite approach that uses passively managed index funds, ETFs and mutual funds as core holdings while selectively adding actively managed funds, individual equities, options and inverse or leveraged ETFs; portfolios are globally diversified and generally managed on a discretionary basis under a limited power of attorney. Client objectives are documented in Investment Policy Statements, and the firm provides net worth statements, quarterly reviews and periodic reporting.
Noteworthy aspects disclosed in the brochure include portfolio management for institutional clients and retirement plans, provision of pension consulting and the offering of educational seminars or workshops, as well as the possibility of receiving a solicitor’s fee for some small business retirement plans. As of March 27, 2026 the firm reported managing approximately $3.75 million, maintains business continuity and information security programs, and does not serve as custodian of client assets.
Client services
Expertise
Occupation focus
Fee options
Financial planning fee minimum $1,000 and negotiable.
$0 - $100,000: 1.00% $100,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 1.00%
Account minimum: $1,000 Minimum fee: Minimum annual fee is $1,000 and is negotiable. Fee-only: Strictly a fee-only investment management firm, no commissions.
Main office
734 Main Street, Ste. 105
Grand Junction CO 81501
Advisors at this office
1
Most active in
Arizona · Colorado
Also doing business as
Clark, Charles Lee Jr. · Clc Capital Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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