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CLOCKWISE CAPITAL LLC
CRD 175233File 801-123024
APPROVED
Custody
Filing as of Sep 30, 2026
Feed vintage Oct 1, 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 type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $20.5M |
| Other investment advisers | 149 | $51.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 5 | 151 | increased by146 |
| Apr 1, 2026 | AUM | $67,500,000 | $71,533,792 | increased by$4,033,792 |
| Apr 1, 2026 | Accounts | 5 | 151 | increased by146 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 50 | 5 | decreased by45 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $78,897,136 | $67,500,000 | decreased by$11,397,136 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 163 | 5 | decreased by158 |
| Jun 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | AUM | $68,000,000 | $78,897,136 | increased by$10,897,136 |
| Apr 1, 2022 | Accounts | 119 | 163 | increased by44 |
| Feb 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLOCKWISE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLOCKWISE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.