# 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.

- CRD: 309994
- Filed as: CLARIVOR
- Legal name: Clarivor LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309994
- AdvisorCensus page: https://advisorcensus.com/firm/clarivor-309994

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 28, 2026)

- Account minimum: None

> 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…)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $4,407,725
- Discretionary: $4,116,868
- Non-discretionary: $290,857

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $193,718 |
| High net worth individuals | Fewer than 5 | $4,214,007 |

### 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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [clarivor.com](https://clarivor.com)
- [seekingalpha.com/user/28403493/instablogs](https://seekingalpha.com/user/28403493/instablogs)
- LinkedIn @clarivor-llc
- LinkedIn @jon-spiegel-cfa-04a9a3

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,198,708 | 1 | August 23, 2021 |
| October 2022 | $6,638,809 | 1 | March 22, 2022 |
| October 2023 | $8,121,989 | 1 | March 30, 2023 |
| October 2024 | $7,689,100 | 1 | March 29, 2024 |
| October 2025 | $35,209,396 | 1 | June 5, 2025 |
| October 2026 | $4,407,725 | 1 | September 16, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clarivor (CRD 309994): Form ADV filing data as of October 2026.