Clover Leaf Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fairport, NY. Its latest Form ADV filing, dated March 31, 2026, reports $75M in regulatory assets under management, 4 employees, 2 offices, and 419 accounts.
Assets Under Management
$75M
Employees
4
Offices
2 offices
Total Clients
223
Primary office
FAIRPORT, NY
1387 FAIRPORT RD., SUITE 620, FAIRPORT, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.8% of total clients.
Top client categories% of clientsClients
1
Individuals
88.8%
198
2
HNWI
11.2%
25
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$75Mas of March 31, 2026
Discretionary100.0%
$75M
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$75M
Total Accounts419
10Y AUM Change+$21M (+38.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee56:1
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.