Clifford SWAN Investment Counsel LLC

Clifford SWAN Investment Counsel LLC, a California Limited Liability Company, has 28 employees, with 12 of them working in advisory roles and catering to just one client. The firm's registration was approved by the U.S. Securities and Exchange Commission on July 27, 1999.

• GRETCHEN ELIZABETH LEE

  CHIEF COMPLIANCE OFFICER owns less than 5%

• JAMES ROBERT BROWN

  CHIEF FINANCIAL OFFICER & SECRETARY owns less than 5%

• KATHLEEN GILMORE

  MEMBER owns more than 5% but less than 10%

• KEVIN JAMES CAVANAUGH

  MEMBER owns more than 5% but less than 10%

• LINDA DAVIS TAYLOR

  CHAIRMAN & CEO owns more than 10% but less than 25%

• MAXWELL RAMSEY PRAY

  DIRECTOR owns more than 10% but less than 25%

• PETER JAMES BOYLE

  PRESIDENT & DIRECTOR owns more than 10% but less than 25%

• RANDALL LEE ZAHARIA

  MEMBER owns more than 5% but less than 10%

• RICHARD HOWARD ADLER

  DIRECTOR owns less than 5%

• ROGER LELAND (JR) GEWECKE

  DIRECTOR owns more than 10% but less than 25%

• Hulick Capital Management LLC
• Ascend Financial Consultants Inc
• Mjm401K LLC
• Guinness Atkinson Asset Management Inc
• Flaherty & Crumrine Incorporated
• First Quadrant LP
• Fuller Investment Management Company
• KOBO Retirement Strategies LLC
• Wimmer Associates I LLC
• HBA Advisors LLC

• The Ever-Evolving Stock Holdings: A Look at Clifford Swan’s Q4 2022 vs. Q1 2023 Portfolio

• Apple Inc $63,318k
• Berkshire Hathaway, Inc. $50,173k
• COSTCO WHSL CORP $47,946k
• ACCENTURE PLC IRELAND $41,960k
• Chevron Corp $32,686k
• Boeing Co/The $28,832k
• ABBOTT LABS $23,851k
• Bristol-Myers Squibb Co $23,775k
• ALPHABET INC $23,511k
• COLGATE PALMOLIVE CO $23,373k