{"url":"https://nivawealth.com/firms/claremont-capital-management-155189","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/155189","regulatoryAum":843863443,"crd":"155189","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5848472","suffix":null,"lastName":"KOHNEN","firstName":"PATRICK","middleName":"KENNEDY"},{"crd":"1946494","suffix":null,"lastName":"PALMER","firstName":"THOMAS","middleName":"PAYNE"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-22","regulatoryAum":560861000,"clients":21,"employees":3,"offices":2},{"filedOn":"2022-03-17","regulatoryAum":661485979,"clients":25,"employees":3,"offices":2},{"filedOn":"2023-03-21","regulatoryAum":621030238,"clients":25,"employees":3,"offices":2},{"filedOn":"2024-03-14","regulatoryAum":734852143,"clients":26,"employees":3,"offices":2},{"filedOn":"2025-03-14","regulatoryAum":797828252,"clients":27,"employees":3,"offices":2},{"filedOn":"2026-03-18","regulatoryAum":843863443,"clients":25,"employees":3,"offices":2}],"secFileNumber":"801-71872","legalName":"Claremont Capital Management, LLC","displayName":"Claremont Capital Management","slug":"claremont-capital-management-155189","website":"https://claremontcapital.com/","classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_wealth_manager","typeLabel":"OCIO / institutional wealth","feeDisclosure":"payment_only"},"founded":null,"organization":"Arizona limited liability company","fiscalYearEnd":"December","headquarters":{"street":"3930 E Camelback Road, Suite 208","city":"Phoenix","state":"AZ","stateName":"Arizona","country":"United States","postalCode":"85018"},"tradeNames":[],"registration":{"secApproved":"30 September 2010","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":3,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":843863443,"discretionary":843863443,"discretionaryAccounts":25,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":null,"fewerThan5":true,"regulatoryAum":2471751},{"label":"High-net-worth individuals","clients":15,"regulatoryAum":196058844},{"label":"Insurance companies","clients":10,"regulatoryAum":645332848}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":159982390},{"name":"Principal Bank","shortName":"Principal Bank","location":"Phoenix, AZ","smaAssets":461047848}],"custodyNote":"Claremont Capital Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Patrick Kohnen","title":"Chief Compliance Officer","crd":"5848472"},{"name":"Thomas Palmer","title":"Managing Member","crd":"1946494"}],"ownership":[{"label":"Thomas Palmer","detail":"Managing member in the 75% or more ownership band and a control person, since October 2002."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Arizona","offices":2,"addresses":[{"street":"3930 E Camelback Road, Suite 208","city":"Phoenix","headquarters":true},{"street":"405 N Beaver","city":"Flagstaff"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"602-560-8053","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":5},{"label":"U.S. government/agency bonds","percent":55},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":30},{"label":"Cash and cash equivalents","percent":8}],"privateFunds":0},"sources":{"adv1FilingDate":"18 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/155189/PDF/155189.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Claremont Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Claremont Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Claremont Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Claremont Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Claremont Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Claremont Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Claremont Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Claremont Capital Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 18 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}