# CLIFFORD SWAN INVESTMENT COUNSEL LLC

CLIFFORD SWAN INVESTMENT COUNSEL LLC of PASADENA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 108033
- Type: SEC-registered investment adviser
- SEC file number: 801-56675
- Location: 177 E. COLORADO BLVD, STE 550, PASADENA, CA, 91105-1965
- Phone: 626-792-2228
- Latest filing: 2026-02-10
- Regulatory AUM: $4.5B
- Discretionary AUM: $3.9B
- Non-discretionary AUM: $557.1M
- Clients: 40
- Accounts: 2,598

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations

## Officers, owners & control persons (38)

_Showing 25 of 38 people._

| Name | Role | Location |
| --- | --- | --- |
| Taylor Earl Davis | CHAIRMAN; CHAIRMAN & CEO | Fredrick, MD |
| Taylor Davis | CHAIRMAN; CHAIRMAN & CEO | Greenville, SC |
| Nelson M Joseph | CHIEF OPERATING OFFICER | New York, NY |
| Taylor M Davis | CHAIRMAN; CHAIRMAN & CEO | Greenville, SC |
| Peter James Boyle | CEO & DIRECTOR | — |
| Maxwell Ramsey Pray | DIRECTOR | — |
| Roger Leland Jr Gewecke | DIRECTOR | — |
| Richard Howard Adler | DIRECTOR | — |
| Randall Lee Zaharia | MEMBER | — |
| Kathleen Gilmore | CHAIRMAN & PRESIDENT | — |
| Kevin James Cavanaugh | MEMBER | — |
| Gretchen Elizabeth Lee | CHIEF COMPLIANCE OFFICER | — |
| David Joseph Nelson | CHIEF OPERATING OFFICER | — |
| Taylor Lee Davis | CHAIRMAN; CHAIRMAN & CEO | — |
| BROWN JAMES ROBERT | CHIEF FINANCIAL OFFICER & SECRETARY | — |
| WEIL RALPH EDWARD | DIRECTOR | — |
| ADLER RICHARD HOWARD | DIRECTOR; SHAREHOLDER | — |
| HUNT JON COWELL | DIRECTOR | — |
| BOYLE PETER JAMES | CEO & DIRECTOR; CHIEF EXECUTIVE OFFICER & DIRECTOR; PRESIDENT & DIRECTOR | — |
| PRICE TERRELL HUGO | CHIEF COMPLIANCE OFFICER | — |
| ALBANEZ MAYE | DIRECTOR | — |
| DAVIS CLARK GEORGE | DIRECTOR | — |
| GRIFFITH HARRY TOM | SHAREHOLDER | — |
| LEE GRETCHEN ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| HABEGGER KATHLEEN MARY | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108033/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108033/similar
- Related entities: https://search.stillhousedata.com/firm/108033/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108033

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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.