RIA Intel›Advisers›North Carolina›CLEF FINANCIAL, LLC

CLEF FINANCIAL, LLC

Advisory

GREENSBORO, NC

Data as of Jan 5, 2026 · Source: SEC Form ADV

Average account

$466K

across 7 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

10 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

ROUND TABLE INVESTMENT SERVICES, LLC

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FAVORED FINANCIAL PLANNING, LLC

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ALLEVID, INC.

$4M

DURANT WEALTHMANAGEMENT ADVISORY SERVICES, LLC

$3M

ISLEY, DAVID A.

$3M

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