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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-2023
- Office Locations
- 1
Office Locations
About Clef Financial, LLC
Clef Financial, LLC is a North Carolina-registered RIA based in Greensboro providing financial planning and tax planning alongside portfolio management. The firm emphasizes goal-based plans, asset allocation and risk management, with portfolios primarily implemented using ETFs (plus some mutual funds and fixed income). Custody is through Charles Schwab & Co.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 23 clients, or 23 clients per representative. That equates to $141.8K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on January 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Clef Financial, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Christopher Joseph Arena
Chief Compliance Officer, President
- CRD
- #7678390
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,261,973 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,261,973 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Clef Financial, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.