{
  "crd_number": 337595,
  "slug": "clear-trail-advisors-llc-houston-tx-337595",
  "primary_business_name": "CLEAR TRAIL ADVISORS, LLC",
  "legal_name": "CLEAR TRAIL ADVISORS, LLC",
  "dbas": [],
  "city": "Houston",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-08-12",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-02-05",
  "carried_forward": false,
  "raum_total": 803109913.0,
  "raum_discretionary": 803109913.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 7,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 770482.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 72797001.0,
      "count": 149
    },
    "high_net_worth_individuals": {
      "raum": 729542430.0,
      "count": 227
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "GA",
    "LA",
    "OK",
    "TX"
  ],
  "websites": [
    "https://cleartrailadvisors.com",
    "https://facebook.com/profile.php?id=61579292232592",
    "https://instagram.com/cleartrailadvisors",
    "https://linkedin.com/company/99439970",
    "https://x.com/Clear_Trail_HOU"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337595",
  "city_as_filed": "HOUSTON",
  "url": "https://advisorcensus.com/firm/clear-trail-advisors-llc-houston-tx-337595",
  "display_name": "Clear Trail Advisors, LLC",
  "summary": "Clear Trail Advisors, LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 5, 2026.",
  "citation": "AdvisorCensus. Clear Trail Advisors, LLC (CRD 337595): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Clear Trail Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Clear Trail Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Clear Trail Advisors, LLC located?",
      "a": "Clear Trail Advisors, LLC's principal office is in Houston, TX, according to its Form ADV."
    },
    {
      "q": "Is Clear Trail Advisors, LLC registered with the SEC or a state?",
      "a": "Clear Trail Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337595."
    },
    {
      "q": "How much does Clear Trail Advisors, LLC manage?",
      "a": "Clear Trail Advisors, LLC reports $803,109,913 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Clear Trail Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (227); individuals (other than high net worth individuals) (149)."
    },
    {
      "q": "Which custodians does Clear Trail Advisors, LLC use?",
      "a": "Clear Trail Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Clear Trail Advisors, LLC report any disciplinary disclosures?",
      "a": "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/337595"
    },
    {
      "q": "What changed in Clear Trail Advisors, LLC's recent Form ADV filings?",
      "a": "In the January 2026 filing data: Regulatory assets under management went from $0 to $797,065,266. Employees performing advisory functions went from 3 to 4. Registered or notice-filed in GA, LA, OK. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $797,065,266.",
        "Employees performing advisory functions went from 3 to 4.",
        "Registered or notice-filed in GA, LA, OK.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/clear-trail-advisors-llc-houston-tx-337595.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 149,
      "fewer_than_5": false,
      "raum": 72797001.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 227,
      "fewer_than_5": false,
      "raum": 729542430.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 770482.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337595",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}