CRD: 159684
Clement Street Capital LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-2011
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between May 14, 2025 and February 11, 2026, reported AUM increased 9.0%, from $129.3M to $141.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 105 clients, or 52.5 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on February 11, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
MARK JOSEPH DOYLE
Chief Compliance Officer, Investment Advisor
- CRD
- #1339073
- Ownership
- 50% but less than 75%
ADAM JAMES SMOLICH
FOUNDING PARTNER, Investment Advisor
- CRD
- #4349987
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Clement Street Capital LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.