Clear Trail Advisors, LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 337595
- Registered since
- August 12, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.84%
- Individuals9.06%
- Charitable Organizations0.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Clear Trail Advisors, LLC is an independent, SEC-registered investment adviser organized as an LLC that positions itself as a capital allocator for individual and family clients. The firm combines advisory services — financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting — with insurance brokerage capabilities. Fee arrangements include a percentage-of-AUM component alongside hourly and fixed-fee engagements. The firm identifies as an active ESG investor and sources third‑party managers for alternatives allocations.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities50%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents14%
- State & Local Bonds1%
Owners & executives
1 of 1
Matthew Price
Founder and CEOCRD 5939543
Contacts
3 of 4
Jennifer Norris
Senior Client Service ManagerCRD 5222181
Matthew Kerns
PresidentCRD 7206245
Randolph Price
ChairmanCRD 1478074
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$218M in ETFs
11%
$23.6M
74%
$195M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF (DIVO) | Amplify Investments | Active | Derivative Income | $17.9M | 399,141 | 8.21% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 5847 San Felipe St
- Time zone
- CT (UTC-6)
- Office locations
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