CRD: 153180
Clothier Springs Capital Management, LLC
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- Custodian
- Interactive Brokers · Millennium Trust · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-30-2010
- Office Locations
- 1
Office Locations
About Clothier Springs Capital Management, LLC
Clothier Springs Capital Management is a boutique investment advisory serving private and institutional investors. The firm focuses on low-cost portfolio construction, expanded asset allocation and diversification, and disciplined risk management to improve net outcomes with less risk. Services include ongoing asset management and planning support such as estate and charitable planning, using vehicles including ETFs and mutual funds; custody includes Interactive Brokers.
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 25 clients, or 25 clients per representative. That equates to $521.3K in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Clothier Springs Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THOMAS FRANCIS MCKEON III
Chief Investment Officer, Principal
- CRD
- #2261840
- 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 | $13,032,379 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,032,379 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Clothier Springs Capital Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.