Claymore Advisors, LLC (Lisle)

Claymore Advisors, LLC is a large advisory firm based in Lisle. It manages $5.79 billion of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Claymore Advisors provides portfolio management for investment companies and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Claymore Advisors: assets under management

The assets under management (AUM) of Claymore Advisors, LLC is $5.79 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 651% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.79 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $141.21 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Claymore Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Claymore Advisors, LLC

Michael Joseph Rigert has been acting as President since 1 Oct 2003. Donald Christopher Cacciapaglia joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Claymore Group	Holding company	1 Oct 2003	75% - 100%	36-4470289
David Charles Hooten	Ceo	1 Oct 2003	Other	2400282
Nicholas Dalmaso	Senior managing director and general counsel	1 Oct 2003	Other	2246955
Michael Joseph Rigert	President	1 Oct 2003	Other	4534404
Anthony James Dileonardi	Senior managing director, distribution	1 Oct 2003	Other	2976952
Charles Glenn Millington	Senior managing director, cfo & coo	1 Oct 2003	Other	1032017
Claymore Group Inc.	Holding company	1 Oct 2003	75% - 100%	36-4470289
Anne Steele Kochevar	Managing director and cco	1 Sep 2004	Other	1281519
Brian Stuart Wesbury	Senior managing director, chief investment strategist & chairman of the investment committee	1 Mar 2005	Other	1893956
Steven Mark Hill	Managing director & cfo	1 Jul 2005	Other	1992944
Steven Mark Hill	Managing director, cfo & coo	1 Sep 2005	Other	1992944
Dominick Cogliandro	Managing director and coo	1 Jul 2006	Other	1490945
Bruce Rudolph Albelda	Senior managing director, chief financial officer	1 Jan 2007	Other	5275087
Nicholas Nmn Dalmaso	Chief administrative officer	1 Sep 2007	Other	2246955
Kevin M Robinson	Senior managing director and general counsel	1 Sep 2007	Other	2947242
John Thomas Futrell	Senior managing director and chief investment officer	1 Jan 2008	Other	1244867
Michael Joseph Rigert	Vice chairman	1 Feb 2008	Other	4534404
Anthony James Dileonardi	Vice chairman	1 Feb 2008	Other	2976952
Christian William Magoon	President	1 Feb 2008	Other	2911044
Byron Scott Minerd	Director	1 Oct 2009	Other	1204498
Donald Christopher Cacciapaglia	President	1 May 2010	Other	1396644

Indirect Owners

The SEC currently registers 13 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
David Charles Hooten	Ceo	1 Oct 2001	25% - 50%	2400282
Llc Guggenheim Capital	Parent company	1 Oct 2005	75% - 100%	36-4358656
Llc Gp Holdco	Parent company	1 Oct 2007	75% - 100%	20-8734966
Llc Guggenheim Partners	Parent company	1 Oct 2007	75% - 100%	20-3571204
Inc. Sage Assets	Shareholder	1 Dec 2008	25% - 50%	26-3960584
Inc. Sammons Enterprises	Shareholder	1 Dec 2008	75% - 100%	75-6027423
Inc. Consolidated Investment Services	Shareholder	1 Dec 2008	75% - 100%	88-0214301
Inc. Sage Assets	Parent company	1 Jul 2009	25% - 50%	26-3960584
Inc. Sammons Enterprises	Parent	1 Jul 2009	75% - 100%	15-6027423
Llc Gpft Holdco	Parent company	1 Sep 2009	75% - 100%	20-8735034
Llc Claymore Holdings	Parent company	1 Sep 2009	Other	27-0765512
Llc Claymore Holdings	Parent company	1 Oct 2009	75% - 100%	27-0765512
Inc. Esot Sammons Enterprises	Shareholder	1 Mar 2010	75% - 100%	75-0864422

Based in Lisle

The principal office where Claymore Advisors, LLC performs its advisory services is located at 2455 Corporate West Drive, Lisle, IL 60532, which is also the mailing address of the firm. An additional office of the firm is in Geneva, IL. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 630-505-3700 or by fax 630-799-3834. The normal business hours are 8:00 am - 5:00 pm cst on Monday - Friday.