CLEARWAVE CAPITAL

RIASEC RegisteredEst. 2025

Total AUM

$359M

Discretionary

$327M

91% of AUM

Avg account

$474K

Accounts

758

Employees

Advisory reps

Firm details

Headquarters: UPLAND, California
CRD number: 337738
Registered since: August 5, 2025
Website: www.clearwavecap.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CAPITAL CLIENT GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI64.94%
Individuals19.16%
Corporations / Businesses15.9%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Clearwave Capital is an independent, owner-operated registered investment adviser structured as an LLC. The firm is SEC-registered (2025) and positions itself as a capital allocator for both individual & family and institutional clients. Its advisory offering spans financial planning, discretionary portfolio management for individuals/small businesses, management of pooled investment vehicles, pension consulting, and the selection of other advisers — indicating a mix of direct portfolio management and manager-of-managers activity. Fee arrangements are flexible: the firm charges based on a percentage of AUM and also uses hourly, fixed-fee, and commission arrangements depending on the engagement. Clearwave reports being an active ESG investor and maintains an affiliation with an insurance company.