Clear Investment Research, LLC

RIASEC RegisteredEst. 2014

Total AUM

$4.2B

Discretionary

$250M

6% of AUM

Avg account

$15.1M

Accounts

277

Employees

Advisory reps

Firm details

Headquarters: Alpharetta, Georgia
CRD number: 172685
Registered since: September 5, 2014
Website: www.clearinvestmentresearch.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans96.66%
HNWI2.47%
Charitable Organizations0.51%
Individuals0.37%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Clear Investment Research, LLC is an independent registered investment adviser formed in 2014 and owned by an individual. The firm advises both individual/family and institutional clients and provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing model includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The adviser is not set up as a capital allocator and relies on external managers for alternative strategies; it does not identify as an active ESG investor. The firm lists an industry affiliation with accounting professionals, and it operates under a limited liability company structure. It is not designated as a multi-state adviser and is not newly formed.