Claremont Capital Management, Llc
- Regulatory AUM
- $844M
- Discretionary
- $844M
- Clients
- 25
- Avg AUM / client
- $33.8M
- Accounts
- 25
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $2.5M | 0.29% |
| High net worth individuals | 15 | $196M | 23.2% |
| Insurance companies | 10 | $645M | 76.5% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Payne Palmer | Managing Member | Oct 2002 (24y) | 75% or more | |
| Patrick Kennedy Kohnen | Chief Compliance Officer | Sep 2010 (16y) | Less than 5% |
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) | 03/18/2026 | 905 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Principal Bank $461M (55% of AUM) Mar 2026
- Wells Fargo $432M (65% of AUM) Mar 2022
- Charles Schwab & Co. $160M (19% 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 18, 2026.
View current Form ADV (SEC/IAPD) ↗