CLF ASSET MANAGEMENT, INC.

CRD 284060File 801-131455

APPROVED

Retail clients

Filing as of Mar 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$146.9M

Bottom 25% of cohort (national)

Discretionary AUM

$124.7M

Non-discretionary $22.2M

Clients

386

1,160 accounts

Employees

Bottom 25% of cohort in WI

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Dec 6, 2024
Principal office: 999 FOURIER DRIVE, SUITE 301, MADISON, WI, 53717
Phone: 8885053956
Website: HTTP://WWW.CLFASSET.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $146.9M
Discretionary AUM: $124.7M
Non-discretionary AUM: $22.2M
Discretionary accounts: 1,019
Non-discretionary accounts: 141
Total accounts: 1,160
AUM per client: $381K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	1	$3K
High net worth individuals	98	$86.9M
Pension and profit sharing plans	4	$11.9M
Individuals (other than high net worth individuals)	283	$48.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for other
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 11

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

Filed changes

Date	Field	From	To
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.