Clothier Springs Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,232,646
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
24
8% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
24
TypicalAverage account size
$426,360
About
Clothier Springs Capital Management advises individuals, high-net-worth clients, business entities, trusts, nonprofit endowments, municipalities and pension plans, and family offices. The firm provides discretionary portfolio management and wealth management using model ETF portfolios, along with Outsourced CIO services and consulting on derivative transactions for institutional or municipal financing decisions.
The firm constructs globally allocated, broadly diversified portfolios implemented primarily with low‑cost, index-based ETFs and documents client objectives and constraints in a signed Investment Policy Statement that is reviewed annually. It also implements a rules‑based options hedging protocol in separately managed accounts to manage downside risk and enhance income, and it operates a private pooled vehicle to invest directly in real estate equity and debt for accredited and institutional investors.
Compared with many single‑advisor independent firms, Clothier Springs combines small‑firm coverage with institutional‑style offerings — including portfolio management for pooled vehicles, pension and municipal clients, and a formal Outsourced CIO service. The firm’s governance for its pooled vehicle includes independent review and audited financial reporting, and its use of options and derivative consulting for public entities and institutional mandates is a distinguishing element of its service mix.
Client services
Portfolio management
Pension consulting
Expertise
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Real estate investing
Wealth management
Occupation focus
Retired
Founder/Business Owner
Fee options
Modest flat fee for limited engagements such as portfolio review; negotiated flat retainer per project for derivative consulting
$0 - $500,000: 0.65% (discretionary), 0.25% (non-discretionary) $500,001 - $2,500,000: 0.40% (discretionary), 0.25% (non-discretionary) $2,500,001 - $20,000,000: 0.25% (discretionary), 0.25% (non-discretionary) $20,000,001+: 0.125% (discretionary and non-discretionary)
Account minimum: $100,000 Minimum fee: $1,250 fee minimum for non-discretionary accounts Fee-only: Flat 1.0% investment management fee for Clothier Springs Capital Partners LLC partnership based on NAV; negotiated flat retainer per project for derivative consulting; modest flat fee for limited engagements such as portfolio reviews
Main office location
Clothier Springs Capital Management, LLC
Phoenixville PA, United States
Number of offices
1
Most active in
Clothier Springs Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio · Pennsylvania
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:
-
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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