AdvisorCensus / Financial advisors / Clarivor
Clarivor is an SEC-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 16, 2026.
Quick answers
From the filingHow is Clarivor compensated?
On its Form ADV (Item 5.E, October 2026), Clarivor reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Clarivor charge?
Its Form ADV Part 2A brochure dated July 28, 2026 states: Flat fee: up to $5,000 a month (use Clarivor’s software and receive Clarivor’s custom portfolio management…). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Clarivor registered with the SEC or a state?
Clarivor is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309994.
How much does Clarivor manage?
Clarivor reports $4,407,725 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (93% discretionary).
How have Clarivor's assets and staff changed since 2021?
In the Form ADV data for Clarivor: Regulatory assets under management: $1,198,708 in the October 2021 data and $4,407,725 in the October 2026 data, up 268%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
Which custodians does Clarivor use?
Clarivor's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.
Does Clarivor report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309994
Does Clarivor state an account minimum?
Its Form ADV Part 2A brochure dated July 28, 2026 says: "Clarivor does not have any minimum requirements for opening or maintaining an account."
What changed in Clarivor's recent Form ADV filings?
In the August 2026 filing data: Registered or notice-filed in FL.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
Clarivor does not have any minimum requirements for opening or maintaining an account.
Flat fee: up to $5,000 a month (use Clarivor’s software and receive Clarivor’s custom portfolio management…)
The brochure's wording
Such flat fees will be up to $5,000 per month, depending on factors such as the complexity of the investment strategies employed, client assets under management, and the number of accounts.
As stated in the firm's Form ADV Part 2A brochure dated July 28, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$4,407,725 as of October 2026, filing dated September 16, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Clarivor LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2020 (6 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $4,407,725 | 1 | September 16, 2026 |
| October 2025 | $35,209,396 | 1 | June 5, 2025 |
| October 2024 | $7,689,100 | 1 | March 29, 2024 |
| October 2023 | $8,121,989 | 1 | March 30, 2023 |
| October 2022 | $6,638,809 | 1 | March 22, 2022 |
| October 2021 | $1,198,708 | 1 | August 23, 2021 |
Regulatory assets under management: $1,198,708 in the October 2021 data and $4,407,725 in the October 2026 data, up 268%.
Total employees: 1 in October 2021 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Registered or notice-filed in FL.
- April 2026
- Regulatory assets under management went from $35,209,396 to $4,407,725 (-87%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Clarivor (CRD 309994): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/clarivor-309994