A complete list of active advisors currently associated with Clement Street Capital LLC

Warmer can help you find a great advisor at Clement Street Capital LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Clement Street Capital 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.