Claremont Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$843,863,443
Total clients
15
100% high-net worth
Total advisors
2
of 3 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
8
Average account size
$56,257,563
About
Claremont Capital Management provides discretionary portfolio management and investment supervisory services to high‑net‑worth individuals and insurance pools. The firm prepares client‑specific Investment Policy Statements and constructs portfolios using mutual funds, equities, fixed income, ETFs, REITs and government securities.
Claremont operates with documented investment policies and ongoing supervision, monitoring accounts at least quarterly and maintaining the authority to execute trades in line with each client’s risk tolerance. Its investment process blends fundamental and technical approaches—including charting and cyclical analysis—and the firm may aggregate (block) trades and select custodians based on transaction costs and access to funds.
Notably, Claremont manages over $843 million while serving a relatively small client base and operating with a compact advisory team, resulting in a high AUM per advisor compared with peers. The firm’s inclusion of insurance pools as clients and its practice of managing all assets internally rather than using third‑party managers are atypical features for firms in this category.
Client services
Expertise
Fee options
$0 - $10,000,000: 0.95% Above $10,000,000+: 0.75%
Account minimum: $5,000,000 (may be waived at the discretion of the Advisor)
Main office location
Claremont Capital Management, LLC
3930 E Camelback Road, Suite 208
Phoenix AZ 85018, United States
Number of offices
2
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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