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| Keyboard |
| Clelland & Co Inc
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|---|---|
| CRD # | 105406 |
| SEC # | 801-34425 |
| CIK # | |
| AUM | 465.7 M (2026-03-23) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 858-587-8700 |
| Address | 5151 Shoreham Place, Suite 130 San Diego, CA 92122 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 41.2 |
| (b) Individuals (high net worth individuals) | 25 | 180.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 23.3 |
| (h) Charitable organizations | 5 | 156.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.3 |
| (n) Other | 9 | 59.5 |
| Total | 325 | 465.7 |
| By Discretionary | ||
| Discretionary | 317 | 395.1 |
| Non-Discretionary | 8 | 70.5 |
| Total | 325 | 465.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 465.7 | |
| Total | 325 | 465.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Coston McIsaac and Partners Inc
✚
|
ME | 466.9 M |
|
Seascape Capital Management LLC
✚
|
NH | 466.9 M |
|
Mark Sheptoff Financial Planning LLC
✚
|
CT | 466.5 M |
|
Wealthvalues LLC
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|
CA | 466.5 M |
|
Consilium Wealth Advisory LLC
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|
466.0 M | |
|
Baldwin & Clarke Advisory Services LLC
✚
|
NH | 465.7 M |
|
BWM Planning LLC
✚
|
TX | 465.3 M |
|
John F Suby Wealth Management LLC
✚
|
WI | 464.9 M |
|
LPWM LLC
✚
|
MN | 464.8 M |
|
HMV Wealth Advisors LLC
✚
|
LA | 464.8 M |