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Clary Asset Management LLC (Lubbock)


Clary Asset Management LLC is an adviser based in Lubbock. It manages $11.45 million of regulatory assets for 304 client accounts. It has been registered with the SEC as an adviser since 2001.

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Clary Asset Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Clary Asset Management: assets under management

The assets under management (AUM) of Clary Asset Management LLC is $11.45 million. The firm's AUM has gone down by -72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $4.3 million in discretionary accounts and $7.15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $159.29 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $25.81 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Clary Asset Management LLC for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lubbock

The principal office where Clary Asset Management LLC performs its advisory services is located at 2811 S Loop 289, Lubbock, TX 79423, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 806-745-5025 or by fax 806-748-0887. The normal business hours are 8:00 a.m to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.claryasset.com.


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