Clelland & Company Inc is an SEC registered investment adviser organized as a corporation with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 23, 2026, reports $466M in regulatory assets under management, 3 employees, and 325 accounts.
Assets Under Management
$466M
Employees
3
Offices
--
Total Clients
109
Primary office
SAN DIEGO, CA
5151 SHOREHAM PLACE, SUITE 130, SAN DIEGO, CA, United States
Top client segmentIndividuals represent 64.2% of total clients.
Top client categories% of clientsClients
1
Individuals
64.2%
70
2
HNWI
22.9%
25
3
BENEFIT PLANS
8.3%
9
4
Charitable
4.6%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$466Mas of March 23, 2026
Discretionary84.9%
$395M
85% of total RAUM84.9%
Non-discretionary15.1%
$71M
15% of total RAUM15.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$466M
Total Accounts325
10Y AUM Change+$121M (+35.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee36:1
10Y Employee Change-3 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.