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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
THOMAS FRANCIS MCKEON III
Chief Investment Officer, Principal
- CRD
- #2261840
- Ownership
- 75% or more
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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