Clifford Capital Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Alpine, UT. Its latest Form ADV filing, dated March 24, 2026, reports $598M in regulatory assets under management, 10 employees, and 152 accounts.
Assets Under Management
$598M
Employees
10
Offices
--
Total Clients
152
Primary office
ALPINE, UT
363 S. MAIN STREET, SUITE #101, ALPINE, UT, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 82.2% of total clients.
Top client categories% of clientsClients
1
HNWI
82.2%
125
2
Charitable
11.8%
18
3
Corporations
3.9%
6
4
Investment Cos.
0.7%
1
5
Pension Plans
0.7%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$598Mas of March 24, 2026
Discretionary100.0%
$598M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$598M
Total Accounts152
10Y AUM Change+$572M (+2212.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee15:1
10Y Employee Change+5 (+100.0%)
* 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.