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| Clear Investment Research LLC
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| CRD # | 172685 |
| SEC # | 801-80259 |
| CIK # | 0001635523 |
| AUM | 4,191.6 M (2026-03-27) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 678-293-8667 |
| Address | 284 S Main Street Alpharetta, GA 30009 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 2.5 | ||
| Graphic Packaging Holding Co | 1.9 | ||
| Apple Inc | 1.6 | ||
| Microsoft Corp | 1.2 | ||
| Nvidia Corp | 1.0 | ||
| Bank of America Corp /DE/ | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| Amazon Com Inc | 0.7 | ||
| iShares Comex Gold Trust | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 0.0 |
| (b) Individuals (high net worth individuals) | 47 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 4.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 277 | 4.2 |
| By Discretionary | ||
| Discretionary | 250 | 0.3 |
| Non-Discretionary | 27 | 3.9 |
| Total | 277 | 4.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 4.1 | |
| Total | 277 | 4.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001635523] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 (3 non-US) |
| Serves | Institutional, Retail |
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|
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