CLEAR INVESTMENT RESEARCH, LLC
Firm details
- Headquarters
- ALPHARETTA, Georgia
- CRD number
- 172685
- Registered since
- September 5, 2014
- 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
FINTRXOverview
Clear Investment Research, LLC is an independent registered investment adviser formed in 2014 and owned by an individual. The firm advises both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements. Clear Investment Research is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered 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
- Private Funds71%
- Public Funds/Mutual Funds29%
Contacts
3 of 3JOSEPH JENNINGS
PrincipalCRD 2129130
TYLER JENNINGS
Financial AdvisorCRD 6485656
Cody Jennings
Financial PlannerCRD 6685094
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 125Active vs passive
$50.4M in ETFs
83%
$41.9M
16%
$8.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $7.5M | 11,479 | 14.88% |
Location
ALPHARETTA, GA
FULTON
Location
ALPHARETTA, GA
Headquartered in ALPHARETTA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 284 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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