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CLG LLC
CRD 282605File 801-108414
APPROVED
Retail clients
Custody
Filing as of Aug 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.12B
Above cohort median (national)
Discretionary AUM
$1.10B
Non-discretionary $19.9M
Clients
1,448
2,771 accounts
Employees
35
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 29, 2016
- Principal office
- 4821 E 2ND STREET, LONG BEACH, CA, 90803
- Phone
- (310) 329-5150
- Website
- HTTP://CLGWM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.12B
- Discretionary AUM
- $1.10B
- Non-discretionary AUM
- $19.9M
- Discretionary accounts
- 2,728
- Non-discretionary accounts
- 43
- Total accounts
- 2,771
- AUM per client
- $776K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 14 | $17.8M |
| Charitable organizations | Fewer than 5 | $2.3M |
| High net worth individuals | 689 | $840.4M |
| Pension and profit sharing plans | Fewer than 5 | $2.4M |
| Individuals (other than high net worth individuals) | 745 | $260.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — RECURRING FEE
- 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
- Yes
- 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 22 | 35 | increased by13 |
| Mar 1, 2026 | Clients | 1,403 | 1,448 | increased by45 |
| Mar 1, 2026 | AUM | $953,822,025 | $1,123,681,197 | increased by$169,859,172 |
| Mar 1, 2026 | Accounts | 2,539 | 2,771 | increased by232 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 592 | 1,403 | increased by811 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $465,136,638 | $953,822,025 | increased by$488,685,387 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,212 | 2,539 | increased by1,327 |
| Feb 1, 2022 | Employees | 26 | 22 | decreased by4 |
| Feb 1, 2022 | Clients | 538 | 592 | increased by54 |
| Feb 1, 2022 | AUM | $359,166,963 | $465,136,638 | increased by$105,969,675 |
| Feb 1, 2022 | Accounts | 1,084 | 1,212 | increased by128 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLG” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLG” 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.