Clelland & Company Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$221,313,829
Clients
95
Advisors
2
across 2 offices
About
Clelland & Company provides investment advisory and consulting services to a select client base that includes high-net-worth individuals and families, personal trusts, pension and profit-sharing plans, foundations, and charitable organizations. The firm offers discretionary portfolio management, one-time or ongoing investment consulting, and complementary wealth and life planning services, coordinating with estate attorneys, CPAs, trustees and other advisors as part of clients’ broader planning teams.
The firm’s investment process emphasizes asset allocation and diversified portfolios built from mutual funds, ETFs, third‑party managers and alternative strategies, including hedge funds, commodities, distressed debt and private equity. Accounts are monitored regularly with monthly rebalancing and quarterly performance reviews, and discretionary mandates are managed in accordance with client Investment Policy Statements.
Clelland & Company is an employee‑owned adviser in continuous operation since 1989 and manages approximately $466 million in client assets across a small advisory team, yielding AUM per advisor above $200 million — a staffing-to-AUM ratio that is uncommon among similar supported firms. The firm also discloses occasional expert‑witness work by its professionals and a referral arrangement for very large institutional clients, indicating a mix of advisory and specialized consulting activities beyond standard retail portfolio management.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.75% annually $5,000,000 - $10,000,000: 0.50% annually $10,000,000+: Negotiable
Hourly and daily rates for expert witness services (typical for such services)
Annual retainer fees invoiced quarterly for consulting services
Account minimum: $1,000,000
Main office
See office5151 Shoreham Place, Suite 130
San Diego CA 92122
Advisors at this office
1
Offices (2)
Most active in
California · Colorado · Oregon
Also doing business as
Clelland & Co Inc · Clelland & Company Inc
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.
Advisors at this firm
Matthew M
Series 63, Series 65
San Diego, CA
Clelland & Company Inc
Matthew Medeiros is a financial advisor at Clelland & Company Inc in San Diego, CA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Clelland & Company since 1998. Clelland & Company manages approximately $432 million for a selective client base, including high-net-worth individuals, trusts, pension plans, endowments, and charitable organizations. The firm focuses on strategic asset allocation, diversified portfolios, and manager/fund selection across a broad range of investment vehicles, offering discretionary portfolio management and wealth planning services.
Hannah O
CFA®, Series 65
Littleton, CO
Clelland & Company Inc
Hannah O'Loughlin is a CFA® charterholder and holds a Series 65 license, with 15 years of industry experience. She has been with Clelland & Company, Inc. in Littleton, CO since 2000. Clelland & Company manages approximately $432 million for a selective client base, including high-net-worth individuals, trusts, pension and profit-sharing plans, endowments, and charitable organizations. The firm offers discretionary portfolio management and consulting services, emphasizing strategic asset allocation, diversified portfolios, and a broad range of investment vehicles including alternative strategies.
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