Clym LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,193,272
Total clients
6
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$532,212
About
The firm provides integrated financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, business entities, and—on a limited basis—institutional clients. It operates as a fee‑only fiduciary and manages roughly $3.2 million in client assets, delivering periodic reviews and implementation support while client assets are maintained with qualified custodians.
Portfolios are developed from a financial‑planning process that aligns asset allocation and investment policy with each client’s goals, time horizon, and risk tolerance, and are implemented using institutional‑class mutual funds, ETFs, and, when appropriate, individual securities or private investments. The firm emphasizes diversification and core‑and‑satellite construction, rebalancing as needed, and employs both fundamental and technical analysis in ongoing portfolio management.
Compared with many independent peers, the firm is distinctive for offering portfolio management to institutional clients despite a small overall practice and for providing educational workshops that are generally educational in nature, often pro bono, and sometimes paid for by a sponsor such as an employer or association. The firm also routinely coordinates with clients’ other professionals for implementation and maintains a strict no‑commission, fee‑only compensation model with the ability to adjust minimums based on client circumstances.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Specialized real estate consulting
Expertise
General retirement planning
Retirement withdrawal strategies
Social Security optimization
Medicare planning
Planning for children with special needs
Fee options
Financial planning services start at $3,000; flat retainer fee includes ongoing financial planning and investment management up to first $1,000,000 in assets under management
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.90% $1,000,000+: 0.70% (for Wealth Advisory Services additional assets)
$250 per hour for hourly engagements including specialized real estate consulting
Flat retainer fee for Wealth Advisory Services (minimum $2,500), fees are negotiable and can exceed minimum based on complexity and scope
Minimum fee: Minimum annual advisory fee applies; minimum quarterly fee of $1,250 for Investment Management Services; minimum Wealth Advisory Services retainer fee is $2,500 Fee-only: Strictly fee-only; no commissions, referral fees, or finder fees accepted
Main office location
Clym LLC
Marina CA, United States
Number of offices
1
Most active in
Clym LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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