Claremont Financial Group,Inc.
- Regulatory AUM
- $140M
- Discretionary
- $136M
- Clients
- 275
- Avg AUM / client
- $509K
- Accounts
- 540
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 21, 2026
Investments (13F portfolio — 34 positions, $23,401)
13F period Mar 31, 2022| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Ftse Developed Markets Etf | Exchange Traded Fund | $7,107 | 149,581 | 30.4% | 0.01% |
| 2 | Spdr Gold Shares | Exchange Traded Fund | $3,978 | 22,057 | 17.0% | 0.0% |
| 3 | I Shares Core S&P Mid Cap | Exchange Traded Fund | $2,840 | 10,881 | 12.1% | 0.0% |
| 4 | I Shares Residential & Multisector Re Etf | Exchange Traded Fund | $2,567 | 26,298 | 11.0% | 0.0% |
| 5 | Vanguard Ftse Emerging Markets Etf | Exchange Traded Fund | $2,379 | 51,561 | 10.2% | 0.0% |
| 6 | Pimco Active Bond Etf | Exchange Traded Fund | $1,548 | 15,448 | 6.62% | 0.0% |
| 7 | Spdr S&P 500 Etf | Exchange Traded Fund | $553 | 1,233 | 2.36% | 0.0% |
| 8 | Vanguard Growth Etf | Exchange Traded Fund | $356 | 1,261 | 1.52% | 0.0% |
| 9 | Spdr Portfolio S&P 600 Sm Cap Etf | Exchange Traded Fund | $296 | 7,236 | 1.26% | 0.0% |
| 10 | Honeywell International Inc | Common Stock | $219 | 1,135 | 0.94% | 0.0% |
| 11 | Union Pacific Corp | Common Stock | $182 | 742 | 0.78% | 0.0% |
| 12 | Pfizer Inc | Common Stock | $145 | 2,625 | 0.62% | 0.0% |
| 13 | Invesco S&P 500 Equal Weight Etf | Exchange Traded Fund | $139 | 885 | 0.59% | 0.0% |
| 14 | Abb Vie Inc | Common Stock | $126 | 727 | 0.54% | 0.0% |
| 15 | Bristol Myers Squibb Company | Common Stock | $116 | 1,500 | 0.5% | 0.0% |
| 16 | Microsoft Corp | Common Stock | $111 | 368 | 0.47% | 0.0% |
| 17 | Sherwin Williams Co | Common Stock | $105 | 399 | 0.45% | 0.0% |
| 18 | Spdr S&P 400 Mid Cap Value Etf | Exchange Traded Fund | $94 | 1,371 | 0.4% | 0.0% |
| 19 | Mc Donald's Corp | Common Stock | $76 | 300 | 0.32% | 0.0% |
| 20 | C3 Ai Inc Cl A | Common Stock | $54 | 2,520 | 0.23% | 0.0% |
| 21 | I Shares Silver Trust | Exchange Traded Fund | $53 | 2,350 | 0.23% | 0.0% |
| 22 | Spdr Portfolio S&P 500 Value Etf | Exchange Traded Fund | $52 | 1,250 | 0.22% | 0.0% |
| 23 | Coca Cola Co | Common Stock | $51 | 809 | 0.22% | 0.0% |
| 24 | Chevron Corp | Common Stock | $48 | 286 | 0.21% | 0.0% |
| 25 | International Business Machines Corp | Common Stock | $37 | 287 | 0.16% | 0.0% |
Top 25 of 34 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 240 | $72.6M | 51.9% |
| High net worth individuals | 35 | $66.6M | 47.6% |
| Charitable organizations | Fewer than 5 | $731K | 0.52% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scalzo, Gaetan, Thomas | Equity Partner/President/Ceo/Cfo/Secretary | Nov 2005 (21y) | 75% or more | |
| Davidson, Bruce, Leroy | Chief Compliance Officer | Nov 2018 (8y) | Less than 5% | |
| Gaetano Henry Scalzo | Registered representative | Mar 2021 (5y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 967 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $139M (99% of AUM) Jul 2026
- Pershing $104M (94% of AUM) Feb 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jul 21, 2026.
View current Form ADV (SEC/IAPD) ↗