Clune & Associates

Clune & Associates

Founded in 1987 and headquartered in Chicago, Illinois, Clune & Associates operates as an independently registered investment advisor. Its client base spans individuals, high-net-worth households, and business entities. The firm's long tenure suggests a practice built on multi-generational relationships, though specific principals and team size are not publicly catalogued. Clune & Associates provides discretionary portfolio management and comprehensive financial planning. The firm's regulatory filing as an RIA confirms a fiduciary obligation to clients across liquid markets, with public records indicating a focus on separately managed accounts for individual and family capital. Specific asset-class allocations, named portfolio holdings, or co-investment activity are not documented in available public sources. The firm maintains a single office in Chicago. No adjacent philanthropic vehicles, club memberships, or real-asset operating arms are recorded in public filings or industry databases. Employment data suggests a compact team, though exact professional headcount remains undisclosed. No recent operational events or personnel moves have been reported in the trade press or regulatory updates over the last 24 months. Clune & Associates is structurally defined by its independence and longevity — a multi-decade RIA with no parent bank, no broker-dealer affiliation, and no publicly disclosed external capital partners. This architecture creates a clean fiduciary alignment uncommon in bank-owned wealth units, though the firm's low public profile limits visibility into its current investment posture.