{
  "crd_number": 175233,
  "slug": "clockwise-capital-llc-miami-fl-175233",
  "primary_business_name": "CLOCKWISE CAPITAL LLC",
  "legal_name": "CLOCKWISE CAPITAL LLC",
  "dbas": [
    "CLOCKWISE CAPITAL"
  ],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-01-11",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-09-30",
  "carried_forward": false,
  "raum_total": 71533792.0,
  "raum_discretionary": 71533792.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 20503684.0,
      "count": 2
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 51030108.0,
      "count": 149
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL"
  ],
  "websites": [
    "https://clockwisecapital.com",
    "https://facebook.com/ClockwiseCapital",
    "https://instagram.com/clockwise_capital",
    "https://linkedin.com/company/clockwisecapital",
    "https://reddit.com/user/Extra_Shape_6135",
    "https://x.com/clockwise_cap",
    "https://youtube.com/@ClockwiseCapital-cm9wo"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/175233",
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/clockwise-capital-llc-miami-fl-175233",
  "display_name": "Clockwise Capital LLC",
  "summary": "Clockwise Capital LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.",
  "citation": "AdvisorCensus. Clockwise Capital LLC (CRD 175233): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Clockwise Capital LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Clockwise Capital LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other."
    },
    {
      "q": "How much does Clockwise Capital LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Clockwise Capital LLC located?",
      "a": "Clockwise Capital LLC's principal office is in Miami, FL, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Clockwise Capital LLC registered with the SEC or a state?",
      "a": "Clockwise Capital LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 175233."
    },
    {
      "q": "How much does Clockwise Capital LLC manage?",
      "a": "Clockwise Capital LLC reports $71,533,792 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Clockwise Capital LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Clockwise Capital LLC: Regulatory assets under management: $78,897,136 in the October 2022 data and $71,533,792 in the October 2026 data, down 9%. Total employees: 4 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Clockwise Capital LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: other investment advisers (149); investment companies (2)."
    },
    {
      "q": "Which custodians does Clockwise Capital LLC use?",
      "a": "Clockwise Capital LLC'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."
    },
    {
      "q": "Does Clockwise Capital LLC report any disciplinary disclosures?",
      "a": "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/175233"
    },
    {
      "q": "What changed in Clockwise Capital LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Registered or notice-filed in CA."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 78897136.0,
      "total_employees": 4,
      "filing_date": "2022-07-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 65724464.0,
      "total_employees": 4,
      "filing_date": "2023-05-25"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 330090109.0,
      "total_employees": 3,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 67500000.0,
      "total_employees": 3,
      "filing_date": "2025-05-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 71533792.0,
      "total_employees": 3,
      "filing_date": "2026-09-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Registered or notice-filed in CA."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in AR, MD, VA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.5% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Fees are paid quarterly in advance and will generally not exceed 1.5%. Fees are negotiable based on the scope and complexity of the services to be provided, the level of assets to be managed, and the time and expertise required"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.5,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Fees are paid quarterly in advance and will generally not exceed 1.5%. Fees are negotiable based on the scope and complexity of the services to be provided, the level of assets to be managed, and the time and expertise required"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/clockwise-capital-llc-miami-fl-175233.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 20503684.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 149,
      "fewer_than_5": false,
      "raum": 51030108.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/175233",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}