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Clement Street Capital LLC

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Client assets under management

$138,503,507

Clients

52

100% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

26

Low

Average account size

$2,663,529

About

Clement Street Capital provides discretionary asset management and comprehensive financial planning primarily to high‑net‑worth individuals, as well as to trusts, corporations, retirement plans, and other legal entities. The firm generally does not serve non‑high‑net‑worth individual clients and structures services around clients who meet its stated account size and net‑worth thresholds.

Portfolios are managed on a discretionary basis and built from an investment policy tailored to each client, using a mix of equities, fixed income, ETFs, REITs, alternatives, private placements, and options with a long‑term orientation informed by quantitative and fundamental research. The firm conducts ongoing monitoring and rebalancing and uses Schwab Advisor Services’ institutional custody and trading platform for execution and back‑office support.

Clement Street operates with a small advisory team — two advisors overseeing about $141 million in discretionary AUM across roughly 52 client relationships — and requires minimums that shape its client base (typical managed‑account minimum $500,000; financial planning clients generally meet a $1,000,000 net‑worth guideline). The firm does not charge performance‑based fees, does not participate in wrap or soft‑dollar arrangements, and does not vote client proxies, leaving voting decisions to clients.

Client services

Financial planning Portfolio management

Expertise

Wealth management Active portfolio management Private / alternative investments Concentrated stock management Options & derivatives strategies

Fee options

Percentage

$0 - $3,000,000: 1.00% annually $3,000,001 - $6,000,000: 0.75% annually $6,000,001 - $10,000,000: 0.50% annually $10,000,001+: Negotiable

Project-based

Hourly financial planning fees of $300/hour, negotiable.

Other

Account minimum: $500,000 for investment advisory accounts; $1,000,000 minimum net worth for financial planning clients (subject to modification) Fee-only: Financial planning fees charged as annual retainer based on estimated hours; hourly fees $300/hour, negotiable.

Main office location

Clement Street Capital LLC

2001 Butterfield Road, Suite 194

Downers Grove IL 60515, United States

Number of offices

1

Most active in

More info

Illinois

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 630-701-9359

Advisors at this firm

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Adam S

Series 65

Downers Grove, IL

Clement Street Capital LLC

Adam Smolich is a financial advisor at Clement Street Capital LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Clement Street Capital since 2012. Clement Street Capital provides discretionary asset management and comprehensive financial planning primarily to high-net-worth individuals, trusts, corporations, retirement plans, and other legal entities. The firm builds tailored investment policies using a mix of asset classes and employs ongoing monitoring and rebalancing, serving a select client base with substantial account size and net-worth thresholds.

Wealth management Active portfolio management Private / alternative investments Concentrated stock management Options & derivatives strategies
user avatar

Mark D

Series 63, Series 65

Downers Grove, IL

Clement Street Capital LLC

Mark Doyle is a financial advisor at Clement Street Capital LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been managing his own advisory firm, Mark J Doyle Advisors LLC, since 2011. Additionally, he serves as Managing Director of Entrust Services, a non-investment business providing bill payment and financial reporting services, where he consults on operations. Clement Street Capital provides discretionary asset management and comprehensive financial planning primarily for high-net-worth individuals, trusts, corporations, retirement plans, and other legal entities. The firm builds tailored investment portfolios using a mix of equities, fixed income, ETFs, REITs, alternatives, private placements, and options, with ongoing monitoring and rebalancing.

Wealth management Active portfolio management Private / alternative investments Concentrated stock management Options & derivatives strategies
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