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CLEAR TRAIL ADVISORS, LLC
CRD 337595 · SEC 801-134060
5847 SAN FELIPE ST., SUITE 950, HOUSTON, TX, 77057, United States
Phone
(713) 893-9870
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$803.1M
Discretionary AUM
$803.1M
Team
7 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 149 | $72.8M |
| High net worth individuals | 227 | $729.5M |
States served
GA, LA, OK, TX
All web addresses on file
Official SEC filing: View on IAPD