Clelland & Co Inc
● SEC registered since 1989CRD 105406SEC# 801-34425San Diego, CA
Reg. AUM
$465.7M
Employees
3
Accounts
325
Location
San Diego, CA
Clelland & Co Inc assets under management
Clelland & Co Inc operates as an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 1989. It reports $465.7 million in regulatory assets under management and employs 3 people.
Clelland & Co Inc owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Hannah Christine O'Loughlin Control | Vice President, Chief Financial Officer | 5-10% | 2022 |
| Matthew David Medeiros Control | President, Chief Executive Officer, Chief Compliance Officer | 10-25% | 2022 |
| Medolo, LLC Control | Shareholder | 50-75% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Clelland & Co Inc manage?
Clelland & Co Inc reports $465.7 million in regulatory assets under management on its Form ADV.
How many employees does Clelland & Co Inc have?
Clelland & Co Inc reports 3 employees.
Where is Clelland & Co Inc located?
Clelland & Co Inc is based in San Diego, CA and has been SEC-registered since 1989.
Does Clelland & Co Inc disclose fund performance?
Clelland & Co Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5151 Shoreham Place, Suite 130, San Diego, CA 92122 |
| Phone | 858-587-8700 |
| Fax | 858-587-8787 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$465.7M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$465.7Mregulatory AUM
Discretionary $395.1MNon-discretionary $70.5M