Overview
Assets Under Management: $430 million
Headquarters: KERRVILLE, TX
High-Net-Worth Clients: 145
Average Client Assets: $2.9 million
Frequently Asked Questions
CLEAR ROCK ADVISORS, 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 #282716), CLEAR ROCK ADVISORS, LLC is subject to fiduciary duty under federal law.
CLEAR ROCK ADVISORS, LLC is headquartered in KERRVILLE, TX.
CLEAR ROCK ADVISORS, LLC serves 145 high-net-worth clients according to their SEC filing dated May 13, 2024. View client details ↓
According to their SEC Form ADV, CLEAR ROCK ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CLEAR ROCK ADVISORS, LLC manages $430 million in client assets according to their SEC filing dated May 13, 2024.
According to their SEC Form ADV, CLEAR ROCK ADVISORS, 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: 145
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.48%
Average Client Assets: $2.9 million
Total Client Accounts: 570
Discretionary Accounts: 570
Regulatory Filings
CRD Number: 282716
Filing ID: 1869674
Last Filing Date: 2024-05-13 11:19:00