# Clef Financial, LLC

> Clef Financial, LLC is a state-registered investment advisory firm in Greensboro, NC, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 5, 2026.

- CRD: 328892
- Filed as: CLEF FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Greensboro, NC
- Filing period: October 2026
- Form ADV filing dated: January 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328892
- AdvisorCensus page: https://advisorcensus.com/firm/clef-financial-llc-greensboro-nc-328892

## Quick answers

**How is Clef Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Clef Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Clef Financial, LLC located?**
Clef Financial, LLC's principal office is in Greensboro, NC, according to its Form ADV.

**Is Clef Financial, LLC registered with the SEC or a state?**
Clef Financial, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328892.

**How much does Clef Financial, LLC manage?**
Clef Financial, LLC reports $3,261,973 in regulatory assets under management in its Form ADV filing dated January 5, 2026 (100% discretionary).

**What types of clients does Clef Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10).

**Does Clef Financial, LLC 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/328892

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $3,261,973
- Discretionary: $3,261,973
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $944,429 |
| High net worth individuals | Fewer than 5 | $2,317,544 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clef Financial, LLC (CRD 328892): Form ADV filing data as of October 2026.