# Clear Point Advisors, Inc.

> Clear Point Advisors, Inc. is an SEC-registered investment advisory firm in Melville, NY, registered since 1998, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 111775
- Filed as: CLEAR POINT ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Melville, NY
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111775
- AdvisorCensus page: https://advisorcensus.com/firm/clear-point-advisors-inc-melville-ny-111775

## Quick answers

**How is Clear Point Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Clear Point Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Clear Point Advisors, Inc. charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Hourly rate: $300 an hour (limited scope engagements). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Clear Point Advisors, Inc. located?**
Clear Point Advisors, Inc.'s principal office is in Melville, NY, according to its Form ADV.

**Is Clear Point Advisors, Inc. registered with the SEC or a state?**
Clear Point Advisors, Inc. is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 111775.

**How much does Clear Point Advisors, Inc. manage?**
Clear Point Advisors, Inc. reports $253,408,647 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Clear Point Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Clear Point Advisors, Inc.: Regulatory assets under management: $195,261,631 in the October 2021 data and $253,408,647 in the October 2026 data, up 30%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Clear Point Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (82); individuals (other than high net worth individuals) (65); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Does Clear Point Advisors, Inc. 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/111775

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Hourly rate: $300 an hour (limited scope engagements)

> CLEAR POINT ADVISORS INC. provides hourly planning services for clients who need advice on a limited scope of work. The rate for limited scope engagements is $ 300 per hour.

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

### Regulatory assets under management (Item 5.F)
- Total: $253,408,647
- Discretionary: $253,408,647
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 65 | $26,773,213 |
| High net worth individuals | 82 | $220,365,536 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $6,269,898 |

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

### Firm details
- Registered since: 1998 (28 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [cptadvisors.com](https://cptadvisors.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $195,261,631 | 4 | March 30, 2021 |
| October 2022 | $226,077,883 | 4 | April 1, 2022 |
| October 2023 | $191,539,122 | 4 | March 31, 2023 |
| October 2024 | $216,404,655 | 4 | April 24, 2024 |
| October 2025 | $231,165,242 | 4 | March 31, 2025 |
| October 2026 | $253,408,647 | 4 | March 26, 2026 |

Regulatory assets under management: $195,261,631 in the October 2021 data and $253,408,647 in the October 2026 data, up 30%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clear Point Advisors, Inc. (CRD 111775): Form ADV filing data as of October 2026.