# Claremont Financial Group,inc.

> Claremont Financial Group,inc. is an SEC-registered investment advisory firm in Claremont, CA, registered since 2000, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 21, 2026.

- CRD: 107806
- Filed as: CLAREMONT FINANCIAL GROUP,INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Claremont, CA
- Filing period: October 2026
- Form ADV filing dated: July 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107806
- AdvisorCensus page: https://advisorcensus.com/firm/claremont-financial-group-inc-claremont-ca-107806

## Quick answers

**How is Claremont Financial Group,inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Claremont Financial Group,inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Claremont Financial Group,inc. charge?**
Its Form ADV Part 2A brochure dated July 21, 2026 states: Hourly rate: $250 an hour (Gaetano Scalzo). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Claremont Financial Group,inc. located?**
Claremont Financial Group,inc.'s principal office is in Claremont, CA, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Claremont Financial Group,inc. registered with the SEC or a state?**
Claremont Financial Group,inc. is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 107806.

**How much does Claremont Financial Group,inc. manage?**
Claremont Financial Group,inc. reports $139,962,948 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (97% discretionary).

**How have Claremont Financial Group,inc.'s assets and staff changed since 2021?**
In the Form ADV data for Claremont Financial Group,inc.: Regulatory assets under management: $98,803,973 in the October 2021 data and $139,962,948 in the October 2026 data, up 42%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Claremont Financial Group,inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (240); high net worth individuals (35).

**Which custodians does Claremont Financial Group,inc. use?**
Claremont Financial Group,inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Claremont Financial Group,inc. 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/107806

**What changed in Claremont Financial Group,inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 1. Regulatory assets under management went from $118,987,617 to $139,962,948 (+18%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 21, 2026)

- Hourly rate: $250 an hour (Gaetano Scalzo)

> The current hourly rates charged to Clients are: ● Gaetano Scalzo – $250 / hour

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.

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: $139,962,948
- Discretionary: $136,024,550
- Non-discretionary: $3,938,398

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 240 | $72,636,745 |
| High net worth individuals | 35 | $66,594,944 |
| Charitable organizations | Fewer than 5 | $731,259 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2000 (26 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, IL, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Costa Mesa, CA

### Websites listed on Form ADV (Item 1.I)
- claremontfinancial.com
- LinkedIn @claremont-financial-group-inc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $98,803,973 | 4 | September 22, 2021 |
| October 2022 | $115,575,968 | 5 | March 18, 2022 |
| October 2023 | $100,035,737 | 4 | February 27, 2023 |
| October 2024 | $110,300,266 | 4 | August 30, 2024 |
| October 2025 | $118,987,617 | 4 | July 28, 2025 |
| October 2026 | $139,962,948 | 4 | July 21, 2026 |

Regulatory assets under management: $98,803,973 in the October 2021 data and $139,962,948 in the October 2026 data, up 42%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 1.
- Regulatory assets under management went from $118,987,617 to $139,962,948 (+18%).

### January 2026
- Registered or notice-filed in IL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Claremont Financial Group,inc. (CRD 107806): Form ADV filing data as of October 2026.