Clearmind Capital

Overview

Clearmind Capital is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm bills itself as a capital allocator and provides fee-based financial planning, discretionary portfolio management for individuals and small businesses, and manager selection services. Its fee structure combines a percentage-of-assets model with fixed fees, and it manages client relationships on a discretionary basis. Investment activity is tilted toward liquid public markets—exchange-traded equities are the single largest asset category reported—but the firm also positions client portfolios to include pooled vehicles and third‑party managers when appropriate. Clearmind Capital does not identify as an active ESG investor and is not listed as a multi-state adviser. The firm’s “selection of other advisers” capability suggests a focus on sourcing outside specialist managers and allocating to external strategies where in‑house coverage is limited.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices