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CLEMENTS INVESTMENT MANAGEMENT, INC.

Advisory

CA

Data as of Apr 29, 2026 · Source: SEC Form ADV

Rank in CA
#3,770
of 5,480 advisers by AUM
AUM change, 1 year
0.0%
34th percentile in CA
AUM CAGR, 3 year
0.0%
compound annual growth
Average account
$573K
across 64 accounts
Filing history
6
filings since 2013

Source: SEC Form ADV. Figures as filed Apr 29, 2026.

Total AUM
$37M
1-Year AUM Growth
0.0%
3-Year CAGR
0.0%
Employees
0
Assets Under Management
Total AUM$37M
Discretionary AUM$37M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients46
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record6
First FilingAug 19, 2013
Latest FilingApr 29, 2026
Full AUM trend chart and 6 historical filings spanning 13+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndOctober
Operates InCA, OR
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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