# CLAREMONT FINANCIAL GROUP,INC.

CLAREMONT FINANCIAL GROUP,INC. of CLAREMONT, CA is an SEC-registered investment adviser.

## Registration

- CRD: 107806
- Type: SEC-registered investment adviser
- SEC file number: 801-57506
- Location: 464 NORTH INDIAN HILL BLVD., CLAREMONT, CA, 91711-4650
- Phone: 909-624-9200
- Latest filing: 2026-07-21
- Regulatory AUM: $140.0M
- Discretionary AUM: $136.0M
- Non-discretionary AUM: $3.9M
- Clients: 4
- Accounts: 540

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Bruce Leroy Davidson | CHIEF COMPLIANCE OFFICER | — |
| Gaetano Henry Scalzo | OWNER AND CHIEF EXECUTIVE OFFICER | — |
| Gaetan Thomas Scalzo | EQUITY PARTNER/PRESIDENT/CEO/CFO/SECRETARY | — |
| TURNBULL JEREMY WILLIAM JOHN | CHIEF COMPLIANCE OFFICER | — |
| SCALZO NICHOLAS BRAUN | CHIEF COMPLIANCE OFFICER; EQUITY PARTNER/CEO | — |
| SCALZO GAETAN THOMAS | EQUITY PARTNER/PRESIDENT/CEO/CFO/SECRETARY; EQUITY PARTNER/PRESIDENT/CFO/SECRETARY | — |
| WINN CHRISTOPHER EDWARD | CHIEF COMPLIANCE OFFICER | — |
| MANN CHARLES C | CHIEF COMPLIANCE OFFICER | — |
| FAY JOHN MICHAEL | CHAIRMAN; PRESIDENT/CEO | — |
| FAY EMILY LOU | SECRETARY | — |
| SCALZO NICHOLAS B | CHIEF COMPLIANCE OFFICER | — |
| DAVIDSON BRUCE LEROY | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107806/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107806/similar
- Related entities: https://search.stillhousedata.com/firm/107806/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107806

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.