RIA Intel›Advisers›California›K. D. CLEWLEY CAPITAL MANAGEMENT

K. D. CLEWLEY CAPITAL MANAGEMENT

Advisory

CA

Data as of Feb 23, 2026 · Source: SEC Form ADV

Rank in CA
#2,896
of 5,480 advisers by AUM
Average account
$1M
across 63 accounts
AUM per adviser
$90M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM
$90M
Discretionary %
100%
Clients
63
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$90M
Discretionary AUM$90M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients63
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

HAMMER CAPITAL MANAGEMENT INC
SANTA BARBARA, CA
$90M
0.0% 1Y
NOVAWAVE CAPITAL LLC
MENLO PARK, CA
$90M
SHELTON FINANCIAL ADVISORS, LLC
$90M
SPRECKELS WEALTH MANAGEMENT, LLC
$90M
DIABLO VISTA CAPITAL, LLC
$90M
LAGUNITAS ASSET MANAGEMENT, LLC
EL DORADO HILLS, CA
$90M
-13.3% 1Y

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