Clelland & Co Inc
- Regulatory AUM
- $466M
- Discretionary
- $395M
- Clients
- 109
- Avg AUM / client
- $4.3M
- Accounts
- 325
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 70 | $41.2M | 8.85% |
| High net worth individuals | 25 | $180M | 38.7% |
| Pension and profit sharing plans | Fewer than 5 clients | $23.3M | 5.0% |
| Charitable organizations | 5 | $156M | 33.6% |
| Corporations and other businesses | Fewer than 5 clients | $5.3M | 1.13% |
| Other | 9 | $59.5M | 12.8% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Associated General Contractors Of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan Agc Of America, San Diego Chapter, Inc. Retirement Trust Fund | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hannah Christine O'loughlin | Vice President, Chief Financial Officer | CFA | Dec 2010 (16y) | ≈ 12.5% – 37.5% via Medolo, Llc |
| Matthew David Medeiros | President, Chief Executive Officer, Chief Compliance Officer | Jan 2022 (5y) | ≈ 12.5% – 37.5% via Medolo, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Medolo, Llc | Shareholder | May 2022 | A | 50% – 75% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hannah Christine O'loughlin: 25% – 50% of Medolo, Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Matthew David Medeiros: 25% – 50% of Medolo, Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Associated General Contractors Of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan | Agc Of America, San Diego Chapter, Inc. Retirement Trust Fund | 316 | $24.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 914 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $258M (55% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗