LONG BEACH, CACRD 282605Latest ADV February 9, 2026
Clg LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Long Beach, CA. Its latest Form ADV filing, dated February 9, 2026, reports $1.1B in regulatory assets under management, 35 employees, 4 offices, and 2,771 accounts.
Top client segmentIndividuals represent 51.5% of total clients.
Top client categories% of clientsClients
1
Individuals
51.5%
745
2
HNWI
47.6%
689
3
Corporations
1.0%
14
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of February 9, 2026
Discretionary98.2%
$1.1B
98% of total RAUM98.2%
Non-discretionary1.8%
$20M
2% of total RAUM1.8%
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.
Total AUM$1.1B
Total Accounts2,771
10Y AUM Change+$1.1B (+41650.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees35
Clients per Employee41:1
10Y Employee Change+20 (+133.3%)
* 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.