Clout Capital Investment Managers Llc
- Regulatory AUM
- $105M
- Discretionary
- $10.0M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 3
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 02, 2026
Asset allocation (SMA assets by investment type)
as of Apr 02, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $105M | 100.0% |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Morales Lopez, Guillermo, G | Executive Chairman And Chief Compliance Officer | Apr 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Clout Holdings Corporation | Holding Company | Apr 2021 | A | 75% or more |
| Active Ventures Llc | Holding Company | Oct 2023 | B | ≈ 56.25% – 100% via Clout Holdings Corporation |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Active Ventures Llc: 75% – 100% of Clout Holdings Corporation × 75% – 100% direct ≈ 56.25% – 100% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/02/2026 | 853 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 02, 2026.
View current Form ADV (SEC/IAPD) ↗