# Van Cleef Asset Management Inc

> Van Cleef Asset Management Inc is an SEC-registered investment advisory firm in Beachwood, OH, registered since 1988, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 105768
- Filed as: VAN CLEEF ASSET MANAGEMENT INC
- Also doing business as: NONE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beachwood, OH
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105768
- AdvisorCensus page: https://advisorcensus.com/firm/van-cleef-asset-management-inc-beachwood-oh-105768

## Quick answers

**How is Van Cleef Asset Management Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Van Cleef Asset Management Inc reports these compensation arrangements: a percentage of assets under its management.

**How much does Van Cleef Asset Management Inc charge?**
Its Form ADV Part 2A brochure dated March 18, 2026 states: Up to $500,000: 1% a year; $500,000 to $1,000,000: 0.8% a year; Above $1,000,000: 0.6% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Van Cleef Asset Management Inc located?**
Van Cleef Asset Management Inc's principal office is in Beachwood, OH, according to its Form ADV.

**Is Van Cleef Asset Management Inc registered with the SEC or a state?**
Van Cleef Asset Management Inc is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 105768.

**How much does Van Cleef Asset Management Inc manage?**
Van Cleef Asset Management Inc reports $1,208,317,143 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (97% discretionary).

**How have Van Cleef Asset Management Inc's assets and staff changed since 2021?**
In the Form ADV data for Van Cleef Asset Management Inc: Regulatory assets under management: $756,659,478 in the October 2021 data and $1,208,317,143 in the October 2026 data, up 60%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Van Cleef Asset Management Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (146); individuals (other than high net worth individuals) (79); charitable organizations (1).

**Which custodians does Van Cleef Asset Management Inc use?**
Van Cleef Asset Management Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and PNC Wealth Management LLC as custodians holding 10% or more of its separately managed account assets.

**Does Van Cleef Asset Management Inc 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/105768

## 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 March 18, 2026)

- Up to $500,000: 1% a year
- $500,000 to $1,000,000: 0.8% a year
- Above $1,000,000: 0.6% a year

> The annual fee schedule for investment advisory services provided by Van Cleef is noted below: Market Value Annual Fee 1st $500,000 1.0% Next $500,000 0.8% Balance of Assets 0.6%

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- PNC Wealth Management 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: $1,208,317,143
- Discretionary: $1,170,022,539
- Non-discretionary: $38,294,604

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 79 | $38,361,762 |
| High net worth individuals | 146 | $1,169,590,811 |
| Charitable organizations | 1 | $364,570 |

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

### Firm details
- Registered since: 1988 (38 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NH, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [vancleefinc.com](https://vancleefinc.com)
- LinkedIn @van-cleef-asset-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $756,659,478 | 5 | March 19, 2021 |
| October 2022 | $872,555,262 | 6 | March 16, 2022 |
| October 2023 | $762,547,909 | 5 | March 7, 2023 |
| October 2024 | $894,046,584 | 5 | March 7, 2024 |
| October 2025 | $1,105,276,085 | 6 | March 19, 2025 |
| October 2026 | $1,208,317,143 | 6 | March 18, 2026 |

Regulatory assets under management: $756,659,478 in the October 2021 data and $1,208,317,143 in the October 2026 data, up 60%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Van Cleef Asset Management Inc (CRD 105768): Form ADV filing data as of October 2026.