Karen Margaret Clapp

Employer firm

Aspiriant, LLC CRD 146720

$18.0B regulatory AUM 24 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 10/2016
  Clapp Legal
  Carlsbad, CA
• 10/2016 → 06/2017
  N/A
  San Diego, CA
• 06/2017 → 11/2021
  Hynes Advisory Inc. Dba Hearthstone
  San Diego, CA
• 12/2021 → Present
  Aspiriant Llc
  San Diego, CA

Previous Registrations

• 2017-08-07 → 2021-12-31
  Hearthstone | Private Wealth Management
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-07