|
⚲
|
| Keyboard |
| Clear Trail Advisors LLC
✚
|
|
|---|---|
| CRD # | 337595 |
| SEC # | 801-134060 |
| CIK # | 0002097856 |
| AUM | 803.1 M (2026-02-05) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 713-893-9870 |
| Address | 5847 San Felipe St Houston, TX 77057 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Darden Restaurants Inc | 31.5 | ||
| Apple Inc | 20.0 | ||
| General Mills Inc | 18.8 | ||
| J P Morgan Chase & Co | 16.4 | ||
| Microsoft Corp | 16.0 | ||
| Chevron Corp | 15.8 | ||
| Wal Mart Stores Inc | 15.4 | ||
| Broadcom Inc | 15.2 | ||
| Eaton Corp Ltd | 11.7 | ||
| Marathon Petroleum Corp | 11.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 149 | 72.8 |
| (b) Individuals (high net worth individuals) | 227 | 729.5 |
| (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 | 0 | 0.8 |
| (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 | 2,064 | 803.1 |
| By Discretionary | ||
| Discretionary | 2,064 | 803.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,064 | 803.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 803.1 | |
| Total | 2,064 | 803.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002097856] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Henrickson Nauta Wealth Advisors Inc
✚
|
MI | 805.4 M |
|
Lakeridge Wealth Management LLC
✚
|
OH | 805.4 M |
|
ASIO Capital LLC
✚
|
KY | 805.1 M |
|
Strathmore Capital Advisors Inc
✚
|
NC | 805.0 M |
|
Copper Harbor Investment Advisors LLC
✚
|
WI | 805.0 M |
|
Roof Eidam Maycock Peralta LLC
✚
|
CA | 804.9 M |
|
Tempo Wealth LLC
✚
|
OH | 804.3 M |
|
EagleClaw Capital Management LLC
✚
|
MA | 803.3 M |
|
Moss LUSE & Womble LLC
✚
|
TX | 803.2 M |
|
The L Warner Companies Inc
✚
|
MD | 802.4 M |