CRD: 129348
K. D. Clewley Capital Management
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2006
- Office Locations
- 1
Office Locations
About K. D. Clewley Capital Management
K. D. Clewley Capital Management is an independent, fee-only RIA in San Diego serving individuals, families, and trusts with discretionary portfolio management and retirement planning at no additional charge. The firm uses forward-looking economic indicators to guide equity/ETF-focused allocations and manage recession/recovery risk. Client assets are held at TD Ameritrade Institutional (or a similar custodian). Founder Kevin Clewley (Wharton MBA; ex-Neuberger Berman) has been cited/interviewed by The Wall Street Journal.
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Client Personas
Custodian
Investment Vehicles
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Owner & Executives
KEVIN DAVID CLEWLEY
Portfolio Manager, President
- CRD
- #1698886
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $90,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $90,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $498,179,596 | 23.3% |
| U.S. Government/Agency | $962,149,433 | 45.0% |
| Cash | $677,780,823 | 31.7% |
| Total | $2,138,109,852 | 100.0% |