Clothier Springs Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$10,232,646
Clients
24
Advisors
1
of 1 employees
About
Clothier Springs Capital Management advises individuals, high-net-worth clients, business entities, trusts, nonprofit endowments, municipalities and pension plans, and family offices. The firm provides discretionary portfolio management and wealth management using model ETF portfolios, along with Outsourced CIO services and consulting on derivative transactions for institutional or municipal financing decisions.
The firm constructs globally allocated, broadly diversified portfolios implemented primarily with low‑cost, index-based ETFs and documents client objectives and constraints in a signed Investment Policy Statement that is reviewed annually. It also implements a rules‑based options hedging protocol in separately managed accounts to manage downside risk and enhance income, and it operates a private pooled vehicle to invest directly in real estate equity and debt for accredited and institutional investors.
Compared with many single‑advisor independent firms, Clothier Springs combines small‑firm coverage with institutional‑style offerings — including portfolio management for pooled vehicles, pension and municipal clients, and a formal Outsourced CIO service. The firm’s governance for its pooled vehicle includes independent review and audited financial reporting, and its use of options and derivative consulting for public entities and institutional mandates is a distinguishing element of its service mix.
Client services
Expertise
Occupation focus
Fee options
Modest flat fee for limited engagements such as portfolio review; negotiated flat retainer per project for derivative consulting
$0 - $500,000: 0.65% (discretionary), 0.25% (non-discretionary) $500,001 - $2,500,000: 0.40% (discretionary), 0.25% (non-discretionary) $2,500,001 - $20,000,000: 0.25% (discretionary), 0.25% (non-discretionary) $20,000,001+: 0.125% (discretionary and non-discretionary)
Account minimum: $100,000 Minimum fee: $1,250 fee minimum for non-discretionary accounts Fee-only: Flat 1.0% investment management fee for Clothier Springs Capital Partners LLC partnership based on NAV; negotiated flat retainer per project for derivative consulting; modest flat fee for limited engagements such as portfolio reviews
Main office
Phoenixville PA
Advisors at this office
1
Most active in
Ohio · Pennsylvania
Also doing business as
Clothier Springs Capital Management · Clothier Springs Capital Management, LLC · Thomas F. Mckeon
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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