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CLOCKWISE CAPITAL LLC

MIAMI, FL · CRD 175233 · IAPD ↗ · (305) 200-8800

$71.5MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
1Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — CLOCKWISE CAPITAL LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2024 — CLOCKWISE CAPITAL LLC reported RAUM down 80% ($330.1M -> $67.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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