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CLEAR INVESTMENT RESEARCH, LLC
CRD 172685 · SEC 801-80259
284 S. MAIN STREET, SUITE 900, ALPHARETTA, GA, 30009, United States
Phone
678-293-8667
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.19B
Discretionary AUM
$250.1M
Team
5 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 68 | $15.4M |
| High net worth individuals | 47 | $103.6M |
| Pension/profit sharing plans | 17 | $4.05B |
States served
GA, NC, SC, NH
All web addresses on file
Official SEC filing: View on IAPD