AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
PK

Patrick K. Kohnen

CLAREMONT CAPITAL MANAGEMENT
Phoenix, AZ 85012
Some features on this profile are disabled
CRD#: 5848472
PK

Professional summary

Patrick Kennedy Kohnen is a registered financial advisor currently at CLAREMONT CAPITAL MANAGEMENT, LLC located in Phoenix, Arizona.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Patrick has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
DRY LAKE RANCH, LLC. 5150 KELLY MCCOY ROAD FLAGSTAFF, AZ 86001 REAL ESTATE INVESTING MANAGING MEMBER, START 9/5/2007 0 HRS PER MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Kennedy Kohnen's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 30, 2010 - Present

CLAREMONT CAPITAL MANAGEMENT, LLC

Office #1: 333 E Osborn Road Suite 300, Phoenix, AZ 85012
RIA
CRD#: 155189
Phoenix, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CLAREMONT CAPITAL MANAGEMENT, LLC
CLAREMONT CAPITAL MANAGEMENT, LLC

CRD#: 155189 / SEC#: 801-71872

RIA
Registered Investment Advisory firm - (9/30/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(11/30/2010)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/14/2010
Uniform Investment Adviser Law Examination

Current Firm

CC
CLAREMONT CAPITAL MANAGEMENT, LLC
CLAREMONT CAPITAL MANAGEMENT, LLC

CRD#: 155189 / SEC#: 801-71872

RIA
Registered Investment Advisory firm - (9/30/2010 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
333 E Osborn Road Suite 300, Phoenix, AZ 85012
Mailing Address
Phone number
(602) 222-2135
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CLAREMONT CAPITAL MANAGEMENT LLC CLIENT BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts29
AUM (Assets Under Management)$ 797,828,252

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CLAREMONT CAPITAL MANAGEMENT, LLC

CRD#: 155189Phoenix, AZ 85012

TRUST BUT VERIFY

Monitor Patrick Kohnen

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Joseph A Di Vito JR
Joseph Di VitoAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
Scottsdale, AZ
Luke Kacer
Luke KacerAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Tucson, AZ
Timothy Christopher Hughes
Timothy HughesAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Scottsdale, AZ
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.