Clover Leaf Financial LLC
● SEC registered since 2025CRD 335751SEC# 801-132741Fairport, NY
Reg. AUM
$75M
Employees
4
Accounts
419
Location
Fairport, NY
Clover Leaf Financial LLC assets under management
Clover Leaf Financial LLC is a registered investment adviser overseen by the SEC based in Fairport, NY. The firm has been registered since 2025. It reports $75 million in regulatory assets under management and employs 4 people.
Clover Leaf Financial LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Christian Kelley Control | Managing Partner, Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Clover Leaf Financial LLC manage?
Clover Leaf Financial LLC reports $75 million in regulatory assets under management on its Form ADV.
How many employees does Clover Leaf Financial LLC have?
Clover Leaf Financial LLC reports 4 employees.
Where is Clover Leaf Financial LLC located?
Clover Leaf Financial LLC is based in Fairport, NY and has been SEC-registered since 2025.
Does Clover Leaf Financial LLC disclose fund performance?
Clover Leaf Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1387 Fairport Rd., Suite 620, Fairport, NY 14450 |
| Phone | 585-899-3940 |
| Office hours | 9:00 a.m. To 4:30 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$75M▲ 39%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$75Mregulatory AUM
Discretionary $75M