Overview
Assets Under Management: $4.2 billion
Headquarters: ALPHARETTA, GA
High-Net-Worth Clients: 47
Average Client Assets: $2.2 million
Frequently Asked Questions
CLEAR INVESTMENT RESEARCH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #172685), CLEAR INVESTMENT RESEARCH, LLC is subject to fiduciary duty under federal law.
CLEAR INVESTMENT RESEARCH, LLC is headquartered in ALPHARETTA, GA.
CLEAR INVESTMENT RESEARCH, LLC serves 47 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, CLEAR INVESTMENT RESEARCH, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CLEAR INVESTMENT RESEARCH, LLC manages $4.2 billion in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, CLEAR INVESTMENT RESEARCH, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.47%
Average Client Assets: $2.2 million
Total Client Accounts: 277
Discretionary Accounts: 250
Non-Discretionary Accounts: 27
Regulatory Filings
CRD Number: 172685
Filing ID: 2083379
Last Filing Date: 2026-03-27 12:33:16