# Clear Sky Financial, LP

> Clear Sky Financial, LP is an SEC-registered investment advisory firm in Prosper, TX, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 298551
- Filed as: CLEAR SKY FINANCIAL, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Prosper, TX
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298551
- AdvisorCensus page: https://advisorcensus.com/firm/clear-sky-financial-lp-prosper-tx-298551

## Quick answers

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

**Where is Clear Sky Financial, LP located?**
Clear Sky Financial, LP's principal office is in Prosper, TX, according to its Form ADV.

**Is Clear Sky Financial, LP registered with the SEC or a state?**
Clear Sky Financial, LP is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 298551.

**How much does Clear Sky Financial, LP manage?**
Clear Sky Financial, LP reports $140,560,725 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Clear Sky Financial, LP's assets and staff changed since 2021?**
In the Form ADV data for Clear Sky Financial, LP: Regulatory assets under management: $105,443,079 in the October 2021 data and $140,560,725 in the October 2026 data, up 33%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Clear Sky Financial, LP serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (90); high net worth individuals (35); other investment advisers (1).

**Which custodians does Clear Sky Financial, LP use?**
Clear Sky Financial, LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets.

**Does Clear Sky Financial, LP 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/298551

**What changed in Clear Sky Financial, LP's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $123,983,496 to $140,560,725 (+13%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc. (affiliated with the firm)

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: $140,560,725
- Discretionary: $140,560,725
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 90 | $30,355,662 |
| High net worth individuals | 35 | $110,102,311 |
| Other investment advisers | 1 | $102,752 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- csfplan.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $105,443,079 | 3 | March 8, 2021 |
| October 2022 | $116,221,613 | 3 | August 26, 2022 |
| October 2023 | $98,356,227 | 3 | March 22, 2023 |
| October 2024 | $106,927,657 | 3 | March 26, 2024 |
| October 2025 | $123,983,496 | 3 | March 27, 2025 |
| October 2026 | $140,560,725 | 3 | March 30, 2026 |

Regulatory assets under management: $105,443,079 in the October 2021 data and $140,560,725 in the October 2026 data, up 33%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $123,983,496 to $140,560,725 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clear Sky Financial, LP (CRD 298551): Form ADV filing data as of October 2026.