Clement Street Capital provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 26–50 clients last fiscal year.
Clement Street Capital reports 52 clients. They include 52 high-net-worth individuals. Of its assets, 100.0% ($141M across 202 accounts) are managed with discretion. It advised 53 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 98% |
| Charitable organizations | Fewer than 5 | 2% |
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 |
|---|---|---|---|---|
| High-net-worth individuals | 52 | $139M | 98.2% | $2.66M |
| Charitable organizations | Fewer than 5 | $2.51M | 1.8% | — |
| Total | 52 | $141M | 100% | — |
- Clients
- 52
- Regulatory AUM
- $139M
- AUM share
- 98.2%
- Avg. per client
- $2.66M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.51M
- AUM share
- 1.8%
- Avg. per client
- —
Total
- Clients
- 52
- Regulatory AUM
- $141M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 53
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Clement Street Capital charges 0.50%–1.00% a year for its Asset-Based Fee Schedule. The fee is billed in advance and requires an account of at least $500,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is an annual retainer, based on an estimate of hours at $300 per hour and negotiable, billed quarterly in advance.
Adam Smolich owns 50% to 75% of Clement Street Capital. It has 2 employees.
Leadership
- Mark DoyleCCO
- Adam SmolichFounding Partner
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Clement Street Capital LLC
Adam Smolich
Control person · since January 2012
- Owns 50% to 75% of Clement Street Capital LLC
Mark Doyle
Control person · since December 2012
Clement Street Capital’s regulatory assets grew from $129M (May 2025) to $141M (February 2026); clients were 52 in both filings and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $141M | 52 | 2 | 1 |
| May 2025 | $129M | 53 | 2 | 1 |
Besides its headquarters, Clement Street Capital has 0 offices, with 1 listed address in Illinois.
Illinois · 1 listed address
- 2001 Butterfield Road, Suite 194, Downers GroveHQ
Contact and registration details
- Legal name
- Clement Street Capital LLC
- Headquarters
- 2001 Butterfield Road, Suite 194, Downers Grove, IL 60515
- Website
- clementstreetcapital.com
- Phone
- 630-701-9359
- SEC file
- 801-132556
- Structure
- Illinois LLC
- Fiscal year end
- December
Clement Street Capital uses Charles Schwab ($129M) as custodian for its separately managed accounts. Clement Street Capital does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $129M100%
At year end, Clement Street Capital’s separately managed accounts were largely in stocks (40%) and funds (35%).
What the accounts hold
- Stocks40%
- Funds35%
- Bonds10%
- Cash15%
How many clients does Clement Street Capital have?
Clement Street Capital has 52 clients and manages $141 million for them, as of February 2026. They include 52 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 February 2026
What services does Clement Street Capital offer?
Clement Street Capital provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Clement Street Capital charge?
Clement Street Capital charges 0.50%–1.00% a year for its Asset-Based Fee Schedule. The fee is billed in advance and requires an account of at least $500,000.
Source: CLEMENT STREET CAPITAL BROCHURE, filed 11 February 2026
Which custodians does Clement Street Capital use?
Clement Street Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $129M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 February 2026
How many financial advisors does Clement Street Capital have?
Clement Street Capital has 2 investment adviser representatives registered with state securities authorities, out of 2 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 Clement Street Capital invest in?
At the end of its last fiscal year, Clement Street Capital’s separately managed accounts held 40% exchange-traded equities, 35% registered funds (mutual funds, ETFs, BDCs), 15% cash and equivalents and 10% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Clement Street Capital have a minimum investment?
Yes, Clement Street Capital’s minimum account size for its Asset-Based Fee Schedule is $500K.
Source: CLEMENT STREET CAPITAL BROCHURE, filed 11 February 2026
Who owns Clement Street Capital?
Clement Street Capital’s direct owners are Adam Smolich (50% to 75%) and Mark Doyle (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 11 February 2026
How does Clement Street Capital get paid?
Clement Street Capital is paid through a percentage of assets under management and fixed fees. 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 Clement Street Capital?
Clement Street Capital’s main office is at 2001 Butterfield Road, Suite 194, Downers Grove, IL 60515. Its phone number is 630-701-9359. Its website is clementstreetcapital.com.