RIA Intel›Advisers›California›CLIFFORD SWAN INVESTMENT COUNSEL LLC

CLIFFORD SWAN INVESTMENT COUNSEL LLC

Advisory

N·PASADENA, CA

Data as of Feb 10, 2026 · Source: SEC Form ADV

Total AUM
$4.5B
1-Year AUM Growth
+6.0%
3-Year CAGR
+2.5%
Employees
17
Assets Under Management
Total AUM$4.5B
Discretionary AUM$3.9B
Non-Discretionary AUM$557M
Discretionary %87.6%
Total Clients938
Team
Total Employees17
Investment Advisers40
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record58
First FilingMar 21, 2001
Latest FilingFeb 10, 2026
🔒 Full AUM trend chart and 58 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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