9AT: CLELLAND & COMPANY INC

Adviser Profile

As of Date	03/23/2026
Registration	SEC, Approved, 06/01/1989
ADV Location	SAN DIEGO, CA, United States
Contact Info	858 xxxxxxx
Websites

AUM^*	465,676,047 16%
of that, discretionary	395,127,824 25%
Number of Employees	3
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	1,432,849 -4%
% High Net Worth	21.37% -2%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser AUSTIN MONEY MANAGEMENT CORPORATION	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM296.1m	#Funds-
Adviser CFS INVESTMENT ADVISORY SERVICES LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.7b	#Funds-
Adviser MIDATLANTIC CAPITAL MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM477.0m	#Funds-
Adviser INLAND INVESTMENT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM249.0m	#Funds-
Adviser SOUTHEAST ASSET ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund261.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund182.4m	Total Private Fund GAV443.8m	AUM4.2b	#Funds7
Adviser GRANITE GROUP ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM829.6m	#Funds-
Adviser CALYDON CAPITAL, LLC	Hedge Fund18.2m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV18.2m	AUM3.6b	#Funds1
Adviser PRUDENT STREET FINANCIAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM302.7m	#Funds-
Adviser CHASE INVESTMENT COUNSEL CORPORATION	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM509.8m	#Funds-
Adviser THE DAVID J. YVARS GROUP, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM260.3m	#Funds-

Brochure Summary

Overview

Investment Advisory and Consulting Services Clelland & Company, Inc. provides investment advisory services to individual investors, foundations, endowments and pension funds for a fee, based upon a percentage of assets under management. Clelland & Company may also offer one-time or on-going consulting advice on investments for a specified project fee or annual retainer fee. Since 1989, Clelland & Company, Inc. has provided investment consulting and investment advisory services for a select group of clients throughout the United States. We are an employee-owned Registered Investment Advisor headquartered in San Diego, California, with an additional office in Denver, Colorado. Clelland & Company is dedicated to identifying only the highest quality investment opportunities and providing the necessary experience, talent and attention to implement them to a successful conclusion. Our range of expertise and experience includes investments in U.S. equity funds and securities, foreign equity funds, U.S. government and corporate debt funds, municipal bonds and municipal bond funds, real estate investment trusts and funds, and alternative strategies including hedge funds, commodities, distressed debt, private equity, and futures contracts. In addition to investment advice and management, we offer wealth

and life planning services that include estate planning, retirement planning and cash flow analysis. Working with other professionals such as estate attorneys, CPA’s, independent trustees, executives of charitable organizations, and employee benefit professionals, we become part of our clients’ wealth advisory team. The officers of Clelland & Company, Inc. are Matthew Medeiros, President, CEO and CCO and Hannah O’Loughlin, Vice President and CFO. The Company’s investment decision-makers and associates are required to have a minimum of a college degree plus work experience and to have an understanding of investments and portfolio management techniques. They are also required to pass the Uniform Investment Adviser (Series 65) Examination or equivalent, or be making progress towards passing. Our employees hold other relevant securities designations such as the Chartered Financial Analyst® (CFA®) or the Certified Private Wealth AdvisorSM (CPWA®) designations. See the Brochure Supplement (Part 2B of Form ADV) for the educational background and business experience of employees who manage portfolios for our clients. December 31, 2023 Assets under management: Discretionary: $316,251,547 Non-Discretionary: $ 83,535,172 Total: $399,786,719

CLELLAND & COMPANY INC

CLELLAND & COMPANY INC

CLELLAND & CO INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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CLELLAND & COMPANY INC CLELLAND & COMPANY INC CLELLAND & CO INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

CLELLAND & COMPANY INC

CLELLAND & COMPANY INC

CLELLAND & CO INC