Clement Street Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Clement Street Capital provides discretionary asset management and comprehensive financial planning primarily to high‑net‑worth individuals, as well as to trusts, corporations, retirement plans, and other legal entities. The firm generally does not serve non‑high‑net‑worth individual clients and structures services around clients who meet its stated account size and net‑worth thresholds.
Portfolios are managed on a discretionary basis and built from an investment policy tailored to each client, using a mix of equities, fixed income, ETFs, REITs, alternatives, private placements, and options with a long‑term orientation informed by quantitative and fundamental research. The firm conducts ongoing monitoring and rebalancing and uses Schwab Advisor Services’ institutional custody and trading platform for execution and back‑office support.
Clement Street operates with a small advisory team — two advisors overseeing about $141 million in discretionary AUM across roughly 52 client relationships — and requires minimums that shape its client base (typical managed‑account minimum $500,000; financial planning clients generally meet a $1,000,000 net‑worth guideline). The firm does not charge performance‑based fees, does not participate in wrap or soft‑dollar arrangements, and does not vote client proxies, leaving voting decisions to clients.
Client services
Expertise
Fee options
$0 - $3,000,000: 1.00% annually $3,000,001 - $6,000,000: 0.75% annually $6,000,001 - $10,000,000: 0.50% annually $10,000,001+: Negotiable
Hourly financial planning fees of $300/hour, negotiable.
Account minimum: $500,000 for investment advisory accounts; $1,000,000 minimum net worth for financial planning clients (subject to modification) Fee-only: Financial planning fees charged as annual retainer based on estimated hours; hourly fees $300/hour, negotiable.
Main office
2001 Butterfield Road, Suite 194
Downers Grove IL 60515
Advisors at this office
2
Most active in
Illinois
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
Adam S
Series 65
Downers Grove, IL
Clement Street Capital LLC
Adam Smolich is a financial advisor at Clement Street Capital LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Clement Street Capital since 2012. Clement Street Capital provides discretionary asset management and comprehensive financial planning primarily to high-net-worth individuals, trusts, corporations, retirement plans, and other legal entities. The firm builds tailored investment policies using a mix of asset classes and employs ongoing monitoring and rebalancing, serving a select client base with substantial account size and net-worth thresholds.
Mark D
Series 63, Series 65
Downers Grove, IL
Clement Street Capital LLC
Mark Doyle is a financial advisor at Clement Street Capital LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Entrust Services since 2004, where he also serves as managing director of a non-investment-related business providing bill payment and financial reporting services. Prior to that, he was employed at Raymond James Financial Services and Deutsche Bank Securities. Clement Street Capital provides discretionary asset management and financial planning primarily to high-net-worth individuals, trusts, corporations, retirement plans, and other legal entities. The firm manages portfolios using a tailored investment policy with a long-term orientation, employing a mix of equities, fixed income, ETFs, REITs, alternatives, private placements, and options.
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