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CLAIRMONT CAPITAL GROUP, LLC

LOS ANGELES, CA · CRD 313639 · IAPD ↗ · clairmontcapitalgroup.com · 310-560-4183

$160.3MRegulatory AUM
3Advisory reps
7Employees
0Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
April 2026 — CLAIRMONT CAPITAL GROUP, LLC reported RAUM up 26% ($126.9M -> $160.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2025 — CLAIRMONT CAPITAL GROUP, LLC reported RAUM down 40% ($210.9M -> $126.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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