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CRD 323393
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Matthew Joseph Clements | n/a | CAPE GIRARDEAU, MO | 3 | 10 | n/a | no |
| JONATHON SCOTT CLEMENTS | n/a | CAPE GIRARDEAU, MO | 3 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CLEMENTS, JONATHON, SCOTT | Member | C | yes | 08/2022 | Jul 7, 2023 | Mar 19, 2024 |
| Clements, Matthew, Joseph | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | yes | 08/2022 | Jul 7, 2023 | Mar 19, 2024 |
| ES HOLDINGS LLC | Owner | A | no | 08/2022 | Jul 7, 2023 | Mar 19, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 16, 2026 | $152M | $152M | 2 | 2 | 0 | n/a | n/a |
| 2024 | Mar 19, 2025 | $111M | $111M | 2 | 2 | 0 | n/a | n/a |
| 2023 | Mar 19, 2024 | $89.2M | $89.2M | 2 | 2 | 0 | n/a | 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 | 0 | 0.0% | 0 | 0 | 0 | 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 | $152M | $111M | 36.7% | n/a | n/a | 2 | 2 | 0 | 0 |