# CLOVER LEAF FINANCIAL LLC

CLOVER LEAF FINANCIAL LLC of FAIRPORT, NY is an SEC-registered investment adviser.

## Registration

- CRD: 335751
- Type: SEC-registered investment adviser
- SEC file number: 801-132741
- Location: 1387 FAIRPORT RD., SUITE 620, FAIRPORT, NY, 14450
- Phone: 585-899-3940
- Latest filing: 2026-03-31
- Regulatory AUM: $75.0M
- Discretionary AUM: $75.0M
- Clients: 4
- Accounts: 419

## Business model

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

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| [Daniel Christian Kelley](https://search.stillhousedata.com/person/661345) | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335751/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335751/similar
- Related entities: https://search.stillhousedata.com/firm/335751/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335751

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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.