|
⚲
|
| Clear Rock Advisors LLC
✚
|
|
|---|---|
| CRD # | 282716 |
| SEC # | 801-107233 |
| CIK # | |
| AUM | $399.6 MM (2023-03-27) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 830-315-2555 |
| Address | 200 Earl Garrett Street Kerrville, TX 78028 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 10.3 |
| (b) Individuals (high net worth individuals) | 143 | 387.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 567 | 399.6 |
| By Discretionary | ||
| Discretionary | 567 | 399.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 567 | 399.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 399.6 | |
| Total | 567 | 399.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Thayer Partners LLC
✚
|
PA | 0.4 |
|
Integra Global Advisors LLC
✚
|
CT | 0.4 |
|
Resurgent Financial Advisors LLC
✚
|
GA | 0.4 |
|
Family Office Research LLC
✚
|
MD | 0.4 |
|
Monument Capital Management LLC
✚
|
VA | 0.4 |
|
Hughes Financial Services LLC
✚
|
VA | 0.4 |
|
Little House Capital LLC
✚
|
MA | 0.4 |
|
Gradient Securities LLC
✚
|
MN | 0.4 |
|
Trinity Financial Advisors LLC
✚
|
OH | 0.4 |
|
5C Capital Management LLC
✚
|
NJ | 0.4 |