Overview
Assets Under Management: $139 million
High-Net-Worth Clients: 18
Average Client Assets: $7.7 million
Frequently Asked Questions
CLEARWATER CAPITAL MANAGEMENT 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 #115283), CLEARWATER CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
CLEARWATER CAPITAL MANAGEMENT serves 18 high-net-worth clients according to their SEC filing dated March 02, 2026. View client details ↓
According to their SEC Form ADV, CLEARWATER CAPITAL MANAGEMENT offers portfolio management for individuals. View all service details ↓
CLEARWATER CAPITAL MANAGEMENT manages $139 million in client assets according to their SEC filing dated March 02, 2026.
According to their SEC Form ADV, CLEARWATER CAPITAL MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $7.7 million
Total Client Accounts: 18
Discretionary Accounts: 17
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 115283
Filing ID: 2045319
Last Filing Date: 2026-03-02 10:44:01