# Clutterbuck Capital Management LLC

> Clutterbuck Capital Management LLC is an SEC-registered investment advisory firm in Cleveland, OH, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 140082
- Filed as: CLUTTERBUCK CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cleveland, OH
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/140082
- AdvisorCensus page: https://advisorcensus.com/firm/clutterbuck-capital-management-llc-cleveland-oh-140082

## Quick answers

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

**Where is Clutterbuck Capital Management LLC located?**
Clutterbuck Capital Management LLC's principal office is in Cleveland, OH, according to its Form ADV.

**Is Clutterbuck Capital Management LLC registered with the SEC or a state?**
Clutterbuck Capital Management LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 140082.

**How much does Clutterbuck Capital Management LLC manage?**
Clutterbuck Capital Management LLC reports $233,436,071 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (100% discretionary).

**How have Clutterbuck Capital Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Clutterbuck Capital Management LLC: Regulatory assets under management: $119,682,010 in the October 2021 data and $233,436,071 in the October 2026 data, up 95%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Clutterbuck Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (28); corporations or other businesses not listed above (12); pooled investment vehicles (other than investment companies and business development companies) (5).

**Does Clutterbuck 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/140082

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $233,436,071
- Discretionary: $233,436,071
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 28 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $233,436,071 |
| Other investment advisers | 4 | $0 |
| Corporations or other businesses not listed above | 12 | $0 |

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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NH, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $119,682,010 | 5 | March 17, 2021 |
| October 2022 | $116,114,270 | 5 | February 28, 2022 |
| October 2023 | $113,839,847 | 5 | July 10, 2023 |
| October 2024 | $144,645,751 | 5 | March 6, 2024 |
| October 2025 | $221,434,761 | 5 | March 4, 2025 |
| October 2026 | $233,436,071 | 5 | April 28, 2026 |

Regulatory assets under management: $119,682,010 in the October 2021 data and $233,436,071 in the October 2026 data, up 95%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clutterbuck Capital Management LLC (CRD 140082): Form ADV filing data as of October 2026.