C
$75.0M Total AUM
$75.0M Disc. AUM
-- 3Y CAGR
4 Employees
224 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- WaveTimber glacier +more
- Established Date
- 05-08-2025
- Office Locations
- 1
Office Locations
1387 Fairport Rd. Suite 620 Fairport NY
About Clover Leaf Financial LLC
Clover Leaf Financial is a Fairport, NY advisory firm with a Plan-First approach that ties portfolio design to client goals and values. The team provides holistic financial planning and ongoing consulting alongside targeted portfolio management, helping families navigate everyday decisions and long-term priorities. Portfolios commonly use ETFs and are custodied at Schwab; clients also receive a monthly, action-oriented newsletter.
Team overview
45 AVG AGE
$37.5M AVG AUM / ADVISOR
$334.8K AVG AUM / CLIENT
0.9 yrs AVG TENURE
4 Employees
2 Advisory Reps
0 RIA Reps
1yrs Firm Age
Insights
Unlock to compare peer behavior around prime horizon.
Premium access reveals conviction themes in atlas catalyst peak.
Open the full profile to inspect shifts in insight bridge.
See the complete signal summary connected to unison.
Unlock to compare peer behavior around pathway focus.
Open the full profile to inspect shifts in pioneer ridge.
Premium access reveals conviction themes in catalyst value.
See the complete signal summary connected to delta foundation.
Custodian
Element catalyst Summit Oak radial Catalyst Capital value
Investment Themes
Delta wave Fusion
Investment Vehicles
Catalyst Harbor
Platform
Unison pathway Summit
Services
Vital Glacier Focus vertex Vital Matrix
Technology
Frontier Ridge bridge Value delta Vector Zenith ember Crest ember
Owner & Executives
Daniel Christian Kelley
Chief Compliance Officer, Managing Partner
- CRD
- #5459417
- Ownership
- 75% or more
(662) 731-2939
unison.matrix@matrixcapital.com
in linkedin.com/in/frontier-focus
Showing 1 of 1 owners & executives
Unlock allContacts
K
Kevin Guarino
--
- CRD
- #6821323
(653) 738-5275
capital.frontier@vectorcapital.com
in linkedin.com/in/oak-oak
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,000,000 | $178,998 |
| Non-Discretionary | $0 | -- |
| Total | $75,000,000 | $178,998 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $75,000,000
Equity - Exchange:
20.9% Public Funds:
30.6% Corporate - Investment Grade:
48.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,812,743,764 | 20.9% |
| Public Funds | $2,654,065,032 | 30.6% |
| Corporate - Investment Grade | $4,206,606,341 | 48.5% |
| Total | $8,673,415,137 | 100.0% |