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CLELLAND & COMPANY INC
Legal name: CLELLAND & CO INC
CRD 105406File 801-34425
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$465.7M
Above cohort median (national)
Discretionary AUM
$395.1M
Non-discretionary $70.5M
Clients
100
325 accounts
Employees
3
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jun 1, 1989
- Principal office
- 5151 SHOREHAM PLACE, SUITE 130, SAN DIEGO, CA, 92122
- Phone
- 858-587-8700
- Website
- HTTP://WWW.CLELLAND.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $465.7M
- Discretionary AUM
- $395.1M
- Non-discretionary AUM
- $70.5M
- Discretionary accounts
- 317
- Non-discretionary accounts
- 8
- Total accounts
- 325
- AUM per client
- $4.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $5.3M |
| Charitable organizations | 5 | $156.3M |
| High net worth individuals | 25 | $180.1M |
| Pension and profit sharing plans | Fewer than 5 | $23.3M |
| Individuals (other than high net worth individuals) | 70 | $41.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 109 | 100 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.