# Claremont Capital Management, LLC

> Claremont Capital Management, LLC is an SEC-registered investment advisory firm in Phoenix, AZ, registered since 2010, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 155189
- Filed as: CLAREMONT CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Phoenix, AZ
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/155189
- AdvisorCensus page: https://advisorcensus.com/firm/claremont-capital-management-llc-phoenix-az-155189

## Quick answers

**How is Claremont Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Claremont Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Claremont Capital Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 18, 2026 states: Up to $10,000,000: 0.95% a year; Above $10,000,000: 0.75% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Claremont Capital Management, LLC located?**
Claremont Capital Management, LLC's principal office is in Phoenix, AZ, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Claremont Capital Management, LLC registered with the SEC or a state?**
Claremont Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 155189.

**How much does Claremont Capital Management, LLC manage?**
Claremont Capital Management, LLC reports $843,863,443 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have Claremont Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Claremont Capital Management, LLC: Regulatory assets under management: $560,861,000 in the October 2021 data and $843,863,443 in the October 2026 data, up 50%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Claremont Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (15); insurance companies (10).

**Which custodians does Claremont Capital Management, LLC use?**
Claremont Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Principal Custody Solutions as custodians holding 10% or more of its separately managed account assets.

**Does Claremont Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/155189

**Does Claremont Capital Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 18, 2026 says: "Minimum Account Size $5,000,000* (*may be waived at the discretion of the Advisor)"

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Up to $10,000,000: 0.95% a year
- Above $10,000,000: 0.75% a year

> Total Assets Under Management Annual Fee First $10,000,000 0.95% Above $10,000,000 0.75%

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> Minimum Account Size $5,000,000* (*may be waived at the discretion of the Advisor)

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Principal Custody Solutions

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $843,863,443
- Discretionary: $843,863,443
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $2,471,751 |
| High net worth individuals | 15 | $196,058,844 |
| Insurance companies | 10 | $645,332,848 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2010 (16 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Flagstaff, AZ

### Websites listed on Form ADV (Item 1.I)
- claremontcapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $560,861,000 | 3 | March 22, 2021 |
| October 2022 | $661,485,979 | 3 | March 17, 2022 |
| October 2023 | $621,030,238 | 3 | March 21, 2023 |
| October 2024 | $734,852,143 | 3 | March 14, 2024 |
| October 2025 | $797,828,252 | 3 | March 14, 2025 |
| October 2026 | $843,863,443 | 3 | March 18, 2026 |

Regulatory assets under management: $560,861,000 in the October 2021 data and $843,863,443 in the October 2026 data, up 50%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Claremont Capital Management, LLC (CRD 155189): Form ADV filing data as of October 2026.