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CLUTTERBUCK CAPITAL MANAGEMENT LLC

CLEVELAND, OH · CRD 140082 · IAPD ↗ · 216-539-1181

$233.4MRegulatory AUM
4Advisory reps
5Employees
44Clients
n/aPlanning clients
3Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
March 2025 — CLUTTERBUCK CAPITAL MANAGEMENT LLC notice-filed in FL, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2025 — CLUTTERBUCK CAPITAL MANAGEMENT LLC reported RAUM up 53% ($144.6M -> $221.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — CLUTTERBUCK CAPITAL MANAGEMENT LLC reported RAUM up 27% ($113.8M -> $144.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.