# CLC Capital Management

> CLC Capital Management is a state-registered investment advisory firm in Grand Junction, CO, registered since 2004, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 132224
- Filed as: CLC CAPITAL MANAGEMENT
- Legal name: Clark, Charles Lee JR.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Grand Junction, CO
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/132224
- AdvisorCensus page: https://advisorcensus.com/firm/clc-capital-management-grand-junction-co-132224

## Quick answers

**How is CLC Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), CLC Capital Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is CLC Capital Management located?**
CLC Capital Management's principal office is in Grand Junction, CO, according to its Form ADV.

**Is CLC Capital Management registered with the SEC or a state?**
CLC Capital Management is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 132224.

**How much does CLC Capital Management manage?**
CLC Capital Management reports $3,750,000 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does CLC Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (105).

**Does CLC Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/132224

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $3,750,000
- Discretionary: $3,750,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 105 | $3,750,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2004 (22 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clccm.com
- Facebook @CLCCM

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CLC Capital Management (CRD 132224): Form ADV filing data as of October 2026.