CLEMENT STREET CAPITAL LLC
SEC RegisteredAbout the firm
Clement Street Capital was formed in 2012 by partners Adam Smolich and Mark Doyle as a fee-only registered investment advisor. The firm focuses on developing, managing, and preserving wealth through a detailed approach to risk management and customized wealth management planning. It has built long-term relationships with clients grounded on sound principles and outstanding client service.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Full financial planning and wealth management services, including personalized financial objectives, risk management, investment identification, and advice across all aspects of wealth management
Who they serve
High net worth individuals and their families
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 52 | $139M |
53 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $3 million | 1.00% |
| Next $3 million | 0.75% |
| Next $4 million | 0.50% |
| Over $10 million | 0.00% |
Data as of February 11, 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. CLEMENT STREET CAPITAL 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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