CLAREMONT CAPITAL MANAGEMENT, LLC
SEC RegisteredDisciplined Wealth. Tax-Efficient Returns.
About the firm
Claremont Capital Management delivers risk-adjusted portfolio management built on transparency, low costs, and long-term thinking — not commissions. As an SEC Registered Investment Advisor, the firm operates under a fiduciary standard and integrates tax-loss harvesting, asset location, and holding period optimization into every portfolio decision. Founded in Arizona in 2003, Claremont's principals collectively bring over 75 years of investment industry experience.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Risk-adjusted portfolio management including portfolio construction, risk management, tax optimization (asset location, tax-loss harvesting, withdrawal sequencing), fiduciary advisory services, low-cost implementation through index funds and ETFs, and transparent performance reporting.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 15 | $196M |
| Sovereign Wealth Funds | 10 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $10,000,000 | 0.95% |
| Above $10,000,000 | 0.75% |
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CLAREMONT CAPITAL MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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