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CLOCKWISE CAPITAL LLC

CRD 175233File 801-123024
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$71.5M
Bottom 25% of cohort (national)
Discretionary AUM
$71.5M
Clients
151
151 accounts
Employees
3
Bottom 25% of cohort in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Jan 11, 2022
Principal office
1395 BRICKELL AVE, UNIT 800, MIAMI, FL, 33131
Phone
(305) 200-8800

Assets & accounts

ADV Item 5F
Total regulatory AUM
$71.5M
Discretionary AUM
$71.5M
Non-discretionary AUM
$0
Discretionary accounts
151
Non-discretionary accounts
0
Total accounts
151
AUM per client
$474K

Clients by type

ADV Item 5D
Client typeClientsAUM
Investment companies2$20.5M
Other investment advisers149$51.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described)THIRD PARTY MONEY MANAGERS
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Other
  • Financial planning services
  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • 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
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Custodyfalsetrue
Aug 12, 2026RegistrationAPPROVED

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.