Bruce Davidson is a control person of Claremont Financial Group,inc. and directly owns under 5% of it.
Claremont Financial Group,inc. is an investment adviser based in Claremont, CA, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $140 million, as filed on 21 July 2026. Its fees, ownership and offices are on the firm’s profile.
Bruce Davidson is Chief Compliance Officer & Operations Specialist of Claremont Financial Group. He oversees compliance and operational integrity at the firm, with industry experience dating back to 1998.
- CRD
- 4409573
- Firm
- Claremont Financial Group,inc. · CRD 107806
- Role
- Chief Compliance Officer
- In role since
- November 2018 · 7 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Claremont, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- claremontfinancial.com
Where does Bruce Davidson work?
Bruce Davidson has been Chief Compliance Officer of Claremont Financial Group,inc. since November 2018, and is a control person of the firm.
How can I verify Bruce Davidson’s record?
Bruce Davidson’s role is listed on Claremont Financial Group,inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 107806.