# The Clifford Group LLC

> The Clifford Group LLC is an SEC-registered investment advisory firm in Wayland, MA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 21, 2026.

- CRD: 318897
- Filed as: THE CLIFFORD GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wayland, MA
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318897
- AdvisorCensus page: https://advisorcensus.com/firm/the-clifford-group-llc-wayland-ma-318897

## Quick answers

**How is The Clifford Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), The Clifford Group LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does The Clifford Group LLC charge?**
Its Form ADV Part 2A brochure dated August 17, 2026 states: Asset-based fee: 0.75% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is The Clifford Group LLC located?**
The Clifford Group LLC's principal office is in Wayland, MA, according to its Form ADV.

**Is The Clifford Group LLC registered with the SEC or a state?**
The Clifford Group LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318897.

**How much does The Clifford Group LLC manage?**
The Clifford Group LLC reports $248,284,751 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (100% discretionary).

**How have The Clifford Group LLC's assets and staff changed since 2022?**
In the Form ADV data for The Clifford Group LLC: Regulatory assets under management: $113,733,876 in the October 2022 data and $248,284,751 in the October 2026 data, up 118%. Total employees: 3 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Clifford Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (200); high net worth individuals (61).

**Which custodians does The Clifford Group LLC use?**
The Clifford Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does The Clifford Group 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/318897

**What changed in The Clifford Group LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $204,244,686 to $248,284,751 (+22%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 17, 2026)

- Asset-based fee: 0.75% to 1.5% a year (a range, as the brochure states it)

> Wealth management fees are based on the market value of assets under management at the end of the prior calendar quarter. Wealth management fees range from 0.75% to 1.50% annually based on several factors

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $248,284,751
- Discretionary: $248,284,751
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 200 | $80,069,381 |
| High net worth individuals | 61 | $168,215,370 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CT, FL, LA, MA, NC, NH, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [thecliffordgrp.com](https://thecliffordgrp.com)
- LinkedIn @the-clifford-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $113,733,876 | 3 | July 25, 2022 |
| October 2023 | $119,017,163 | 4 | May 18, 2023 |
| October 2024 | $166,322,786 | 4 | September 25, 2024 |
| October 2025 | $204,244,686 | 7 | July 25, 2025 |
| October 2026 | $248,284,751 | 6 | September 21, 2026 |

Regulatory assets under management: $113,733,876 in the October 2022 data and $248,284,751 in the October 2026 data, up 118%.
Total employees: 3 in October 2022 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $204,244,686 to $248,284,751 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Clifford Group LLC (CRD 318897): Form ADV filing data as of October 2026.