CLEF FINANCIAL, LLC

Overview

Clef Financial, LLC is an independent, single-owner registered investment adviser serving individual and family clients with a small, client-focused practice. The firm’s advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses, and it charges a mix of percentage-of-AUM, hourly, and fixed fees. Portfolio construction shows a clear tilt toward publicly traded equities, delivered primarily through exchange-traded vehicles and separately managed account structures. Clef Financial does not identify as an active ESG investor and is not set up as a multi-state advisory platform or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices