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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

CLAREMONT CAPITAL MANAGEMENT, LLC

CRD 155189

PHOENIX, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b137a783-12b0-4359-bdee-14ebdf10b195

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 21, 2012 to Mar 18, 2026
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.24 fund_share=0.0 institutional_share=0.76 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $844MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $844M
Private client RAUM: $199MderivedItem 5.D individuals plus high net worth individuals
Private client share: 24%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $422Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 25
High net worth clients: 15
SEC number: 801-71872
CRD: 155189
Filings on the tape: 16
First filed: Mar 21, 2012
Latest filed: Mar 18, 2026
Organised: Limited Liability Company, AZ
Website: claremontcapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
THOMAS PAYNE PALMER	n/a	PHOENIX, AZ	15	31	n/a	no
PATRICK KENNEDY KOHNEN	n/a	PHOENIX, AZ	15	16	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KOHNEN, PATRICK, KENNEDY	CHIEF COMPLIANCE OFFICER	Na	yes	09/2010	Mar 21, 2012	Mar 14, 2024
PALMER, THOMAS, PAYNE	MANAGING MEMBER	E	yes	10/2002	Mar 21, 2012	Mar 14, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Flagstaff	Az	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$844M	$844M	3	2	1	n/a	n/a
2024	Mar 14, 2025	$798M	$798M	3	2	1	n/a	n/a
2023	Mar 14, 2024	$735M	$735M	3	2	1	n/a	n/a
2022	Mar 21, 2023	$621M	$621M	3	2	1	n/a	n/a
2021	Mar 17, 2022	$661M	$661M	3	2	1	n/a	n/a
2020	Mar 22, 2021	$561M	$561M	3	2	1	n/a	n/a
2019	Mar 25, 2020	$479M	$479M	3	2	1	n/a	n/a
2018	Mar 13, 2019	$437M	$437M	3	2	1	n/a	n/a
2017	Mar 8, 2018	$400M	$400M	3	2	1	n/a	n/a
2016	Mar 14, 2017	$324M	$324M	4	2	n/a	n/a	n/a
2015	Mar 4, 2016	$340M	$340M	4	2	n/a	n/a	n/a
2014	Mar 17, 2015	$300M	$300M	3	2	n/a	n/a	n/a
2013	Feb 26, 2014	$265M	$265M	3	2	n/a	n/a	n/a
2012	Mar 13, 2013	$260M	$260M	3	2	n/a	n/a	n/a
2011	Mar 21, 2012	$220M	$220M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$844M	$798M	5.8%	$621M	10.8%	3	3	1	1

Relationships

Registered with (2)

← THOMAS PAYNE PALMERAdvisorregistration: current employment
Nov 30, 2010 to presentfactForm ADV
← PATRICK KENNEDY KOHNENAdvisorregistration: current employment
Nov 30, 2010 to presentfactForm ADV

Controls (2)

← PALMER, THOMAS, PAYNEOwnerMANAGING MEMBER, ownership code E, individual
Mar 21, 2012 to Mar 14, 2024factForm ADV
← KOHNEN, PATRICK, KENNEDYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 21, 2012 to Mar 14, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b137a783-12b0-4359-bdee-14ebdf10b195
First observed: Mar 21, 2012
Last observed: Mar 18, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CLAREMONT CAPITAL MANAGEMENT, LLC

CRD 155189

PHOENIX, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b137a783-12b0-4359-bdee-14ebdf10b195

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:57 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

THOMAS PAYNE PALMER

n/a

PHOENIX, AZ

n/a

PATRICK KENNEDY KOHNEN

n/a

PHOENIX, AZ

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KOHNEN, PATRICK, KENNEDY

CHIEF COMPLIANCE OFFICER

yes

09/2010

Mar 21, 2012

Mar 14, 2024

PALMER, THOMAS, PAYNE

MANAGING MEMBER

yes

10/2002

Mar 21, 2012

Mar 14, 2024

City

State

Country

Employees

Also broker-dealer

Flagstaff

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$844M

n/a

2024

Mar 14, 2025

$798M

n/a

2023

Mar 14, 2024

$735M

n/a

2022

Mar 21, 2023

$621M

n/a

2021

Mar 17, 2022

$661M

n/a

2020

Mar 22, 2021

$561M

n/a

2019

Mar 25, 2020

$479M

n/a

2018

Mar 13, 2019

$437M

n/a

2017

Mar 8, 2018

$400M

n/a

2016

Mar 14, 2017

$324M

n/a

2015

Mar 4, 2016

$340M

n/a

2014

Mar 17, 2015

$300M

n/a

2013

Feb 26, 2014

$265M

n/a

2012

Mar 13, 2013

$260M

n/a

2011

Mar 21, 2012

$220M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$844M

$798M

5.8%

$621M

10.8%