I have a few theories that involving the man behind the fence. It may be based solely on appearance and it may be a little sketchy but it's a better lead than anything else I have right now.
First of all, let's take a look at his appearance. If you get a good look at him you'll see that he's wearing a suit and has a short wavy haircut. If you pay attention to some of the posters in the school you'll see that the leader of Crawford, who is referred to as C. Oberson looks strikingly similar since he has the same haircut and suit. What would the leader of Crawford be so far away from his city? Well, while there's no indication as to when Crawford went to shit, i'm fairly confident that it happened before Lee and company even arrived in Savannah.
Now, let's see why he'd be near the mansion anyway. Sure, it'd be a nice place to hold up in but take a look at the painting in the living room of the mansion The father of the house has the same exact haircut. I'm sure that Oberson is also the man on the radio, I don't know what his motive is but I think I know how he stole Clementine. He probably knows a thing or two about Lee's relationship with her and is probably using it as a ploy to get to him. He probably obtained the radio from Vernon after he left the mansion, who was originally the man on the radio in episode 3. Using Vernon, he lured Clementine and probably threatened Vernon to take him to his sewer hideout to take his supplies.
So that's it, I think that Oberson is going to be the villian of episode 5. He has Clementine and all of the sewer group's supplies with him. Episode 5 can't come soon enough.
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