CLELLAND & CO INC
Legal name: CLELLAND & COMPANY INC
CRD #105406 SEC #801-34425 SAN DIEGO, CA 858-587-8700
SEC Registered
Total AUM
$432.4M
Discretionary
$351M
Employees
3
Clients
26
Accounts
279
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLELLAND, REBECCA, ANN | I | CORPORATE SECRETARY | E | Control |
| CLELLAND, REBECCA, ANN | I | CORPORATE SECRETARY | E | Control |
| CLELLAND, REBECCA, ANN | I | CORPORATE SECRETARY | E | Control |
| CLELLAND, REBECCA, ANN | I | CORPORATE SECRETARY | E | Control |
| CLELLAND, REBECCA, ANN | I | CORPORATE SECRETARY | E | Control |
| CLELLAND, REBECCA, ANN | I | CORPORATE SECRETARY | E | Control |
| CLELLAND, REBECCA, ANN | I | CORPORATE SECRETARY | E | Control |
| CLELLAND, REBECCA, ANN | I | CORPORATE SECRETARY | E | Control |
| CLELLAND, REBECCA, ANN | I | CORPORATE SECRETARY | E | Control |
| CLELLAND, REBECCA, ANN | I | CORPORATE SECRETARY | E | Control |
| CLELLAND, REBECCA, ANN | I | CORPORATE SECRETARY | E | Control |
| CLELLAND, REBECCA, ANN | I | CORPORATE SECRETARY | E | Control |
| CLELLAND, REBECCA, ANN | I | CORPORATE SECRETARY | E | Control |
| CLELLAND, REBECCA, ANN | I | CORPORATE SECRETARY | E | Control |
| CLELLAND, REBECCA, ANN | I | CORPORATE SECRETARY | E | Control |
| CLELLAND, REBECCA, ANN | I | CORPORATE SECRETARY | E | Control |
| CLELLAND, REBECCA, ANN | I | CORPORATE SECRETARY | E | Control |
| CLELLAND, REBECCA, ANN | I | CORPORATE SECRETARY | E | Control |
| CLELLAND, REBECCA, ANN | I | CORPORATE SECRETARY | E | Control |
| CLELLAND, REBECCA, ANN | I | CORPORATE SECRETARY | E | Control |
| CLELLAND, REBECCA, ANN | I | CORPORATE SECRETARY | E | Control |
| CLELLAND, REBECCA, ANN | I | CORPORATE SECRETARY | E | Control |
| CLELLAND, REBECCA, ANN | I | CORPORATE SECRETARY | E | Control |
| CLELLAND, REBECCA, ANN | I | CORPORATE SECRETARY | E | Control |
| CLELLAND, REBECCA, ANN | I | CORPORATE SECRETARY | E | Control |
| CLELLAND, REBECCA, ANN | I | CORPORATE SECRETARY | E | Control |
| CLELLAND, REBECCA, ANN | I | CORPORATE SECRETARY | E | Control |
| CLELLAND, ROBERT, BRUCE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, 03/1993, CHIEF COMPLIANCE OFFICER 06/2004 | E | Control |
| CLELLAND, ROBERT, BRUCE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, 03/1993, CHIEF COMPLIANCE OFFICER 06/2004 | E | Control |
| CLELLAND, ROBERT, BRUCE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, 03/1993, CHIEF COMPLIANCE OFFICER 06/2004 | E | Control |
| CLELLAND, ROBERT, BRUCE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, 03/1993, CHIEF COMPLIANCE OFFICER 06/2004 | E | Control |
| CLELLAND, ROBERT, BRUCE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, 03/1993, CHIEF COMPLIANCE OFFICER 06/2004 | E | Control |
| CLELLAND, ROBERT, BRUCE | I | PRESIDENT, CHIEF FINANICAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER 03/1993, CHIEF COMPLIANCE OFFICE, 06/2004 | E | Control |
| CLELLAND, ROBERT, BRUCE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, 03/1993, CHIEF COMPLIANCE OFFICER 06/2004 | E | Control |
| CLELLAND, ROBERT, BRUCE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, 03/1993, CHIEF COMPLIANCE OFFICER 06/2004 | E | Control |
| CLELLAND, ROBERT, BRUCE | I | PRESIDENT | E | Control |
| CLELLAND, ROBERT, BRUCE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, 03/1993, CHIEF COMPLIANCE OFFICER 06/2004 | E | Control |
| CLELLAND, ROBERT, BRUCE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, 03/1993, CHIEF COMPLIANCE OFFICER 06/2004 | E | Control |
| CLELLAND, ROBERT, BRUCE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, 03/1993, CHIEF COMPLIANCE OFFICER 06/2004 | E | Control |
| CLELLAND, ROBERT, BRUCE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, 03/1993, CHIEF COMPLIANCE OFFICER 06/2004 | E | Control |
| CLELLAND, ROBERT, BRUCE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, 03/1993, CHIEF COMPLIANCE OFFICER 06/2004 | E | Control |
| CLELLAND, ROBERT, BRUCE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, 03/1993, CHIEF COMPLIANCE OFFICER 06/2004 | E | Control |
| CLELLAND, ROBERT, BRUCE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, 03/1993, CHIEF COMPLIANCE OFFICER 06/2004 | E | Control |
| CLELLAND, ROBERT, BRUCE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, 03/1993, CHIEF COMPLIANCE OFFICER 06/2004 | E | Control |
| CLELLAND, ROBERT, BRUCE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, 03/1993, CHIEF COMPLIANCE OFFICER 06/2004 | E | Control |
| CLELLAND, ROBERT, BRUCE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, 03/1993, CHIEF COMPLIANCE OFFICER 06/2004 | E | Control |
| CLELLAND, ROBERT, BRUCE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, 03/1993, CHIEF COMPLIANCE OFFICER 06/2004 | E | Control |
| CLELLAND, ROBERT, BRUCE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, 03/1993, CHIEF COMPLIANCE OFFICER 06/2004 | E | Control |
| CLELLAND, ROBERT, BRUCE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, 03/1993, CHIEF COMPLIANCE OFFICER 06/2004 | E | Control |
| CLELLAND, ROBERT, BRUCE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, 03/1993, CHIEF COMPLIANCE OFFICER 06/2004 | E | Control |
| CLELLAND, ROBERT, BRUCE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, 03/1993, CHIEF COMPLIANCE OFFICER 06/2004 | E | Control |
| CLELLAND, ROBERT, BRUCE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, 03/1993, CHIEF COMPLIANCE OFFICER 06/2004 | E | Control |
| CLELLAND, ROBERT, BRUCE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, 03/1993, CHIEF COMPLIANCE OFFICER 06/2004 | E | Control |
| CLELLAND, ROBERT, BRUCE | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, 03/1993, CHIEF COMPLIANCE OFFICER 06/2004 | E | Control |
| MEDOLO, LLC | DE | SHAREHOLDER | D | Control |
| MEDOLO, LLC | DE | SHAREHOLDER | D | Control |
| MEDOLO, LLC | DE | SHAREHOLDER | D | Control |
| MEDOLO, LLC | DE | SHAREHOLDER | D | Control |
| MEDEIROS, MATTHEW, DAVID | I | SHAREHOLDER | B | |
| MEDEIROS, MATTHEW, DAVID | I | SHAREHOLDER | B | |
| MEDEIROS, MATTHEW, DAVID | I | SHAREHOLDER | B | |
| MEDEIROS, MATTHEW, DAVID | I | SHAREHOLDER | B | |
| MEDEIROS, MATTHEW, DAVID | I | SHAREHOLDER | B | |
| MEDEIROS, MATTHEW, DAVID | I | SHAREHOLDER | B | |
| MEDEIROS, MATTHEW, DAVID | I | SHAREHOLDER | B | |
| MEDEIROS, MATTHEW, DAVID | I | SHAREHOLDER | B | |
| MEDEIROS, MATTHEW, DAVID | I | SHAREHOLDER | B | |
| MEDEIROS, MATTHEW, DAVID | I | SHAREHOLDER | B | |
| MEDEIROS, MATTHEW, DAVID | I | SHAREHOLDER | B | |
| MEDEIROS, MATTHEW, DAVID | I | SHAREHOLDER | B | |
| MEDEIROS, MATTHEW, DAVID | I | SHAREHOLDER | B | |
| MEDEIROS, MATTHEW, DAVID | I | SHAREHOLDER | B | |
| MEDEIROS, MATTHEW, DAVID | I | SHAREHOLDER | B | |
| MEDEIROS, MATTHEW, DAVID | I | VICE PRESIDENT | B | |
| MEDEIROS, MATTHEW, DAVID | I | VICE PRESIDENT | B | |
| MEDEIROS, MATTHEW, DAVID | I | VICE PRESIDENT | B | |
| MEDEIROS, MATTHEW, DAVID | I | VICE PRESIDENT | B | |
| MEDEIROS, MATTHEW, DAVID | I | VICE PRESIDENT | B | |
| MEDEIROS, MATTHEW, DAVID | I | VICE PRESIDENT | B | |
| MEDEIROS, MATTHEW, DAVID | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | B | Control |
| MEDEIROS, MATTHEW, DAVID | I | VICE PRESIDENT | B | |
| MEDEIROS, MATTHEW, DAVID | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | B | Control |
| MEDEIROS, MATTHEW, DAVID | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | B | Control |
| MEDEIROS, MATTHEW, DAVID | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | B | Control |
| METCALF, ROBERT, JACK | I | SHAREHOLDER | B | |
| METCALF, ROBERT, JACK | I | SHAREHOLDER | B | |
| METCALF, ROBERT, JACK | I | SHAREHOLDER | B | |
| METCALF, ROBERT, JACK | I | SHAREHOLDER | B | |
| O'LOUGHLIN, HANNAH, CHRISTINE | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER | A | Control |
| O'LOUGHLIN, HANNAH, CHRISTINE | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER | A | Control |
| O'LOUGHLIN, HANNAH, CHRISTINE | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER | A | Control |
| O'LOUGHLIN, HANNAH, CHRISTINE | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER | A | Control |
| OLOUGHLIN, HANNAH, C | I | SHAREHOLDER | A | |
| OLOUGHLIN, HANNAH, CHRISTINE | I | SHAREHOLDER | A | |
| OLOUGHLIN, HANNAH, CHRISTINE | I | SHAREHOLDER | A | |
| OLOUGHLIN, HANNAH, CHRISTINE | I | SHAREHOLDER | A | |
| OLOUGHLIN, HANNAH, CHRISTINE | I | SHAREHOLDER | A | |
| OLOUGHLIN, HANNAH, CHRISTINE | I | SHAREHOLDER | A | |
| OLOUGHLIN, HANNAH, CHRISTINE | I | SHAREHOLDER | A | |
| OLOUGHLIN, HANNAH, CHRISTINE | I | SHAREHOLDER | A | |
| OLOUGHLIN, HANNAH, CHRISTINE | I | SHAREHOLDER | A | |
| OLOUGHLIN, HANNAH, CHRISTINE | I | SHAREHOLDER | A | |
| OLOUGHLIN, HANNAH, CHRISTINE | I | SHAREHOLDER | A | |
| OLOUGHLIN, HANNAH, CHRISTINE | I | SHAREHOLDER | A | |
| OLOUGHLIN, HANNAH, CHRISTINE | I | SHAREHOLDER | A | |
| OLOUGHLIN, HANNAH, CHRISTINE | I | SHAREHOLDER | A | |
| OLOUGHLIN, HANNAH, CHRISTINE | I | SHAREHOLDER | A | |
| OLOUGHLIN, HANNAH, CHRISTINE | I | SHAREHOLDER | A | |
| OLOUGHLIN, HANNAH, CHRISTINE | I | SHAREHOLDER | A | |
| OLOUGHLIN, HANNAH, CHRISTINE | I | SHAREHOLDER | A | |
| OLOUGHLIN, HANNAH, CHRISTINE | I | SHAREHOLDER | A | |
| OLOUGHLIN, HANNAH, CHRISTINE | I | SHAREHOLDER | A | |
| OLOUHLIN, HANNAH, C | I | SHAREHOLDER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MEDEIROS, MATTHEW, DAVID | I | MEDOLO, LLC | C | Control |
| MEDEIROS, MATTHEW, DAVID | I | MEDOLO, LLC | C | Control |
| MEDEIROS, MATTHEW, DAVID | I | MEDOLO, LLC | C | Control |
| O'LOUGHLIN, HANNAH, CHRISTINE | I | MEDOLO, LLC | C | Control |
| O'LOUGHLIN, HANNAH, CHRISTINE | I | MEDOLO, LLC | C | Control |
| O'LOUGHLIN, HANNAH, CHRISTINE | I | MEDOLO, LLC | C | Control |
Registrations
Federal
IA
Mar 11, 2025 REGISTERED
Notice Filings (3)
CA CO OR
Address
5151 SHOREHAM PLACE, SUITE 130SAN DIEGO, CA 92122
United States
Phone: 858-587-8700