Claremont Capital Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Claremont Capital Management reports 25 clients. They include 15 high-net-worth individuals and 10 insurance companies. Of its assets, 100.0% ($844M across 25 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | <1% |
| High-net-worth individuals | 60% | 23% |
| Insurance companies | 40% | 76% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $2.47M | 0.3% | — |
| High-net-worth individuals | 15 | $196M | 23.2% | $13.1M |
| Insurance companies | 10 | $645M | 76.5% | $64.5M |
| Total | 25 | $844M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $2.47M
- AUM share
- 0.3%
- Avg. per client
- —
- Clients
- 15
- Regulatory AUM
- $196M
- AUM share
- 23.2%
- Avg. per client
- $13.1M
- Clients
- 10
- Regulatory AUM
- $645M
- AUM share
- 76.5%
- Avg. per client
- $64.5M
Total
- Clients
- 25
- Regulatory AUM
- $844M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Claremont Capital Management is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Thomas Palmer owns 75% or more of Claremont Capital Management. The leadership team of Claremont Capital Management includes Chief Compliance Officer Patrick Kohnen. It has 3 employees, 2 of them in advisory roles.
Leadership
- Patrick KohnenChief Compliance Officer
- Thomas PalmerManaging Member
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Patrick Kennedy Kohnen
- Thomas Payne Palmer
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Claremont Capital Management, LLC
Thomas Palmer
Control person · since October 2002
Claremont Capital Management’s regulatory assets grew 1.5× from $561M (March 2021) to $844M (March 2026); clients rose from 21 to 25 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $844M | 25 | 3 | 2 |
| March 2025 | $798M | 27 | 3 | 2 |
| March 2024 | $735M | 26 | 3 | 2 |
| March 2023 | $621M | 25 | 3 | 2 |
| March 2022 | $661M | 25 | 3 | 2 |
| March 2021 | $561M | 21 | 3 | 2 |
Besides its headquarters, Claremont Capital Management has 1 office, with 2 listed addresses in Arizona.
Arizona · 2 listed addresses
- 3930 E Camelback Road, Suite 208, PhoenixHQ
- 405 N Beaver, Flagstaff
Contact and registration details
- Legal name
- Claremont Capital Management, LLC
- Headquarters
- 3930 E Camelback Road, Suite 208, Phoenix, AZ 85018
- Website
- claremontcapital.com
- Phone
- 602-560-8053
- SEC file
- 801-71872
- Structure
- Arizona LLC
- Fiscal year end
- December
Claremont Capital Management uses Principal Bank ($461M, 74%) and Charles Schwab ($160M, 26%) as custodians for its separately managed accounts. Claremont Capital Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $160M26%
- Principal BankPrincipal Bank · Phoenix, AZ · $461M74%
At year end, Claremont Capital Management’s separately managed accounts were mostly in bonds (57%) and funds (30%).
What the accounts hold
- Stocks5%
- Funds30%
- Bonds57%
- U.S. government and agency bonds55%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash8%
How many clients does Claremont Capital Management have?
Claremont Capital Management has 25 clients and manages $844 million for them, as of March 2026. They include 15 high-net-worth individuals and 10 insurance companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 March 2026
What services does Claremont Capital Management offer?
Claremont Capital Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Claremont Capital Management use?
Claremont Capital Management’s separately managed account assets are held at Principal Bank (Phoenix, AZ), with $461M and Charles Schwab & Co., Inc. (San Francisco, CA), with $160M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026
How many financial advisors does Claremont Capital Management have?
Claremont Capital Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Claremont Capital Management invest in?
At the end of its last fiscal year, Claremont Capital Management’s separately managed accounts held 55% U.S. government and agency bonds, 30% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents, 5% exchange-traded equities, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Claremont Capital Management?
Claremont Capital Management’s direct owner is Thomas Palmer (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 March 2026
How does Claremont Capital Management get paid?
Claremont Capital Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Claremont Capital Management?
Claremont Capital Management’s main office is at 3930 E Camelback Road, Suite 208, Phoenix, AZ 85018. Its phone number is 602-560-8053. Its website is claremontcapital.com.