Clare Market Investments, LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 217515
- Registered since
- February 4, 2019
- Website
- www.claremarket.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.69%
- Individuals7.79%
- Pension & Profit Sharing Plans1.61%
- Corporations / Businesses0.87%
- Charitable Organizations0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Clare Market Investments, LLC is an independent, SEC‑registered RIA organized as an LLC and originally registered in 2019. The firm serves both individual/family and institutional clients and functions as a capital allocator, using outside managers for some alternative positions. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements are flexible: the firm charges asset‑based fees and also offers hourly and fixed‑fee engagements. Clare Market does not present itself as an active ESG investor and is not listed as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Public Funds/Mutual Funds14%
- US Government Bonds7%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Contacts
3 of 4
Keith Rhodus
Founder & Managing MemberCRD 4885604
Alan Haworth
Director, Senior Financial AdvisorCRD 3086559
Deborah Good
Financial PlannerCRD 5776821
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$81.7M in ETFs
99%
$81.1M
<1%
$654K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $11.7M | 15,897 | 14.33% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 2620 State St
- Time zone
- CT (UTC-6)
- Office locations
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