Clarion River Adventures, LLC
Firm details
- Headquarters
- Canton, Ohio
- CRD number
- 333466
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Clarion River Adventures, LLC is an Ohio-based independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients with financial planning and portfolio management tailored to individuals and small businesses. Its fee model includes asset-based fees and fixed-fee engagements. The firm does not present itself as a capital allocator or pension consultant and is not positioned as an ESG-focused manager. Advising activity appears concentrated on direct client relationships rather than multi-state institutional mandates.
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 Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Canton, OH
Stark
Location
Canton, OH
Headquartered in Canton, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Stark
- Address
- 3711 Whipple Ave Nw
- Time zone
- ET (UTC-5)
- Office locations
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