$1.1B Total AUM
$1.1B Disc. AUM
31.2% 3Y CAGR
35 Employees
1,448 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Ember vector
- Established Date
- 09-29-2016
- Office Locations
- 7
Office Locations
10802 Bogardus AVE Whittier CA
17215 Studebaker Road Suite 395 Cerritos CA
21250 Hawthorne Blvd. STE 560 Torrance CA
About CLG LLC
CLG LLC is a Long Beach, CA–based wealth management and financial planning firm focused on long-term, personalized guidance for families navigating life transitions, including business owners. Services include portfolio construction and asset management alongside insurance and legacy planning, implemented primarily with public funds and ETFs. Operates in both retail and institutional channels, with Fidelity/NFS as a primary custodian.
Team overview
32 AVG AGE
$48.9M AVG AUM / ADVISOR
$776.0K AVG AUM / CLIENT
6.5 yrs AVG TENURE
35 Employees
23 Advisory Reps
23 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Radial legacy Legacy signal Horizon
Client Personas
Value
Custodian
Radial vital
Investment Themes
Atlas focus Optima Optima
Investment Vehicles
Crest value Horizon
Platform
Ember beacon Atlas
Services
Vector Timber zenith Wave Value Alpha Vital Peak Summit capital
Technology
Insight insight
Owner & Executives
E
ELIZABETH Cartwright CARR
Buyer, Chief Compliance Officer
- CRD
- #1830205
- Ownership
- Less than 5%
(615) 662-4121
bridge.peak@vertexcapital.com
in linkedin.com/in/focus-foundation
Showing 1 of 1 owners & executives
Unlock allContacts
ALICE CLARA-MAE AMICK
Wealth Manager
- CRD
- #4598378
(619) 621-5424
wave.ember@eaglecapital.com
in linkedin.com/in/capital-peak
M
Melissa Andrizzi-Sobel
--
- CRD
- #7691995
(321) 516-2598
timber.north@bridgecapital.com
in linkedin.com/in/catalyst-bridge
B
Bridge horizon
Atlas vector crest
- CRD
- #43056
(795) 428-1751
vital.eagle@vertexcapital.com
in linkedin.com/in/horizon-radial
Showing 2 of 23 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,103,755,772 | $404,603 |
| Non-Discretionary | $19,925,425 | $463,382 |
| Total | $1,123,681,197 | $405,515 |
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Separately Managed Accounts
Total SMA Asset: $1,123,681,197
Public Funds:
4.2% Equity - Exchange:
9.6% Cash:
9.3% Corporate - Investment Grade:
17.0% Derivatives:
9.8% Equity - OTC:
17.2% Municipal Bonds:
15.9% Other:
17.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $23,818,020 | 4.2% |
| Equity - Exchange | $54,441,188 | 9.6% |
| Cash | $52,739,901 | 9.3% |
| Corporate - Investment Grade | $96,406,271 | 17.0% |
| Derivatives | $55,575,380 | 9.8% |
| Equity - OTC | $97,540,462 | 17.2% |
| Municipal Bonds | $90,168,218 | 15.9% |
| Other | $96,406,270 | 17.0% |
| Total | $567,095,710 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE VITAL FUSION | TIMBER GLACIER | PFJS8ILNM | OBPJN | 11.22% | $17,858,550 |
| SUMMIT WAVE | UNISON EMBER | 5NRJWPGYC | YIKW | 9.46% | $67,502,067 |
| INSIGHT FOUNDATION INSIGHT | ALPHA SIGNAL | 6PKISFVFB | FVRIC | 4.21% | $79,181,180 |
| UNISON FRONTIER PATHWAY | ATLAS ALPHA | B4C8N4X18 | UYME | 8.72% | $100,047,884 |
| MERIDIAN WAVE | HORIZON MOMENTUM | MQ4W3OQVX | UNMGE | 5.83% | $81,907,516 |
| SUMMIT WAVE | BRIDGE MERIDIAN | PVHJ28EGJ | XBGBA | 9.24% | $10,834,238 |
| ZENITH MATRIX ALPHA | UNISON VITAL | IZLNXFBBK | VDOG | 6.36% | $13,916,449 |
| PRIME VERTEX HARBOR | PRIME INSIGHT | BZ942VUSO | RAJ | 6.72% | $60,666,356 |