Clf Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Madison, WI. Its latest Form ADV filing, dated March 2, 2026, reports $147M in regulatory assets under management, 5 employees, and 1,160 accounts.
Assets Under Management
$147M
Employees
5
Offices
--
Total Clients
386
Primary office
MADISON, WI
999 FOURIER DRIVE, SUITE 301, MADISON, WI, United States
Top client segmentIndividuals represent 73.3% of total clients.
Top client categories% of clientsClients
1
Individuals
73.3%
283
2
HNWI
25.4%
98
3
Pension Plans
1.0%
4
4
Corporations
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$147Mas of March 2, 2026
Discretionary84.9%
$125M
85% of total RAUM84.9%
Non-discretionary15.1%
$22M
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.
Total AUM$147M
Total Accounts1,160
10Y AUM Change+$41M (+38.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee77:1
10Y Employee Change0 (0.0%)
* 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.