# Clear Investment Research, LLC

> Clear Investment Research, LLC is an SEC-registered investment advisory firm in Alpharetta, GA, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 172685
- Filed as: CLEAR INVESTMENT RESEARCH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Alpharetta, GA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/172685
- AdvisorCensus page: https://advisorcensus.com/firm/clear-investment-research-llc-alpharetta-ga-172685

## Quick answers

**How is Clear Investment Research, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Clear Investment Research, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Clear Investment Research, LLC charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Hourly rate: $250 to $350 an hour (financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Clear Investment Research, LLC located?**
Clear Investment Research, LLC's principal office is in Alpharetta, GA, according to its Form ADV.

**Is Clear Investment Research, LLC registered with the SEC or a state?**
Clear Investment Research, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 172685.

**How much does Clear Investment Research, LLC manage?**
Clear Investment Research, LLC reports $4,191,639,011 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (6% discretionary).

**How have Clear Investment Research, LLC's assets and staff changed since 2021?**
In the Form ADV data for Clear Investment Research, LLC: Regulatory assets under management: $6,095,420,559 in the October 2021 data and $4,191,639,011 in the October 2026 data, down 31%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Clear Investment Research, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (68); high net worth individuals (47); pension and profit sharing plans (but not the plan participants or government pension plans) (17).

**Which custodians does Clear Investment Research, LLC use?**
Clear Investment Research, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Management Trust Company and State Street Bank and Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Clear Investment Research, LLC 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/172685

**What changed in Clear Investment Research, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $4,662,741,651 to $4,191,639,011 (-10%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Hourly rate: $250 to $350 an hour (financial planning)

> Our hourly rates are from $250-$350 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Management Trust Company
- State Street Bank and Trust Company

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: $4,191,639,011
- Discretionary: $250,079,788
- Non-discretionary: $3,941,559,223

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 68 | $15,395,418 |
| High net worth individuals | 47 | $103,588,204 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 17 | $4,051,459,917 |
| Charitable organizations | Fewer than 5 | $21,195,472 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2014 (12 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, NC, NH, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clearinvestmentresearch.com
- wwwfacebook.com/CIRADVISORY
- LinkedIn @9402671

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $6,095,420,559 | 6 | March 1, 2021 |
| October 2022 | $6,584,884,189 | 5 | February 16, 2022 |
| October 2023 | $5,244,653,328 | 5 | March 3, 2023 |
| October 2024 | $5,844,759,390 | 5 | March 26, 2024 |
| October 2025 | $4,662,741,651 | 5 | March 21, 2025 |
| October 2026 | $4,191,639,011 | 5 | March 27, 2026 |

Regulatory assets under management: $6,095,420,559 in the October 2021 data and $4,191,639,011 in the October 2026 data, down 31%.
Total employees: 6 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $4,662,741,651 to $4,191,639,011 (-10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clear Investment Research, LLC (CRD 172685): Form ADV filing data as of October 2026.