K. D. CLEWLEY CAPITAL MANAGEMENT

Overview

K. D. Clewley Capital Management operates as a small, boutique advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm is organized as a corporation with individual ownership and charges clients on a percentage-of-assets basis. Its investment posture is equity-centric: filings show a clear preference for exchange-traded equities and exchange-traded funds as the primary tools for implementing client portfolios. The firm is not positioned as an institutional allocator or pension consultant and does not list ESG investing as an active focus. Portfolio management appears oriented toward affluent private clients and families rather than large institutions, with emphasis on liquid, listed instruments delivered through separately managed accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices