A complete list of active advisors currently associated with Clc Capital Management

Warmer can help you find a great advisor at Clc Capital Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Clc Capital Management, 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.