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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-07-2013
- Office Locations
- 4
Office Locations
About Clemensen Capital Company LLC
Clemensen Capital Company LLC is a West Orange-based RIA with 4 offices. The firm has been operating for 12 years. Managing $70.3M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 97.3% is discretionary and 2.7% is non-discretionary.
The firm reports 4 advisory representatives and 120 clients, or 30 clients per representative. That equates to $585.6K in reported AUM per client.
The profile lists 4 reported office locations and 12 years in operation. The source data was last updated on May 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
No additional data categories are currently listed.
Owner & Executives
MARIEL CHRISTI CLEMENSEN MS.
Managing Member, Registered Investment Advisor
- CRD
- #1107551
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
HIRAM MONROE HELM III III
--
- CRD
- #2019490
THOMAS HENRY MOORE
CEO, Financial Advisor
- CRD
- #1554536
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,396,894 | -- |
| Non-Discretionary | $1,874,495 | -- |
| Total | $70,271,389 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Clemensen Capital Company LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.