Overview
Assets Under Management: $141 million
Headquarters: PROSPER, TX
High-Net-Worth Clients: 35
Average Client Assets: $3.1 million
Frequently Asked Questions
CLEAR SKY FINANCIAL, LP 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 #298551), CLEAR SKY FINANCIAL, LP is subject to fiduciary duty under federal law.
CLEAR SKY FINANCIAL, LP is headquartered in PROSPER, TX.
CLEAR SKY FINANCIAL, LP serves 35 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, CLEAR SKY FINANCIAL, LP offers financial planning and portfolio management for individuals. View all service details ↓
CLEAR SKY FINANCIAL, LP manages $141 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, CLEAR SKY FINANCIAL, LP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.33%
Average Client Assets: $3.1 million
Total Client Accounts: 298
Discretionary Accounts: 298
Regulatory Filings
CRD Number: 298551
Filing ID: 2076709
Last Filing Date: 2026-03-30 17:38:16