Clear Trail Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated February 5, 2026, reports $803M in regulatory assets under management, 7 employees, and 2,064 accounts.
Assets Under Management
$803M
Employees
7
Offices
--
Total Clients
376
Primary office
HOUSTON, TX
5847 SAN FELIPE ST., SUITE 950, HOUSTON, TX, 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 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.4% of total clients.
Top client categories% of clientsClients
1
HNWI
60.4%
227
2
Individuals
39.6%
149
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$803Mas of February 5, 2026
Discretionary100.0%
$803M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$803M
Total Accounts2,064
10Y AUM Change+$803M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee54:1
10Y Employee Change+4 (+133.3%)
* 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.