Clear Investment Research, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Alpharetta, GA. Its latest Form ADV filing, dated March 27, 2026, reports $4.2B in regulatory assets under management, 5 employees, and 277 accounts.
Assets Under Management
$4.2B
Employees
5
Offices
--
Total Clients
132
Primary office
ALPHARETTA, GA
284 S. MAIN STREET, SUITE 900, ALPHARETTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.5% of total clients.
Top client categories% of clientsClients
1
Individuals
51.5%
68
2
HNWI
35.6%
47
3
Pension Plans
12.9%
17
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.2Bas of March 27, 2026
Discretionary6.0%
$250M
6% of total RAUM6.0%
Non-discretionary94.0%
$3.9B
94% of total RAUM94.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.2B
Total Accounts277
10Y AUM Change+$473M (+12.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee26:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.