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.