Claremont Financial Group,Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Claremont, CA. Its latest Form ADV filing, dated March 12, 2026, reports $140M in regulatory assets under management, 4 employees, 1 office, and 540 accounts.
Assets Under Management
$140M
Employees
4
Offices
1 office
Total Clients
275
Primary office
CLAREMONT, CA
464 NORTH INDIAN HILL BLVD., CLAREMONT, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.3% of total clients.
Top client categories% of clientsClients
1
Individuals
87.3%
240
2
HNWI
12.7%
35
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$140Mas of March 12, 2026
Discretionary97.2%
$136M
97% of total RAUM97.2%
Non-discretionary2.8%
$4M
3% of total RAUM2.8%
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$140M
Total Accounts540
10Y AUM Change+$47M (+50.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee69:1
10Y Employee Change-2 (-33.3%)
* 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.