CRD: 159684
Clement Street Capital LLC
$141.0M Total AUM
$141.0M Disc. AUM
-- 3Y CAGR
2 Employees
105 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-2011
- Office Locations
- 1
Office Locations
2001 Butterfield Road Suite 194 Downers Grove IL
About Clement Street Capital LLC
Clement Street Capital is a Downers Grove, IL RIA providing consultative, customized wealth management and financial planning focused on goal definition and detailed risk management as clients’ priorities change. The firm emphasizes advice without conflicts of interest and implements primarily via ETFs and public funds, with Schwab as a primary custodian.
Team overview
53 AVG AGE
$70.5M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
14 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
MARK JOSEPH DOYLE
Chief Compliance Officer, Investment Advisor
- CRD
- #1339073
- Ownership
- 50% but less than 75%
Available
Available
Available
ADAM JAMES SMOLICH
FOUNDING PARTNER, Investment Advisor
- CRD
- #4349987
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,012,444 | $698,081 |
| Non-Discretionary | $0 | -- |
| Total | $141,012,444 | $698,081 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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