# Clear Trail Advisors, LLC

> 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.

- CRD: 337595
- Filed as: CLEAR TRAIL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337595
- AdvisorCensus page: https://advisorcensus.com/firm/clear-trail-advisors-llc-houston-tx-337595

## Quick answers

**How is Clear Trail Advisors, LLC compensated?**
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).

**Where is Clear Trail Advisors, LLC located?**
Clear Trail Advisors, LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Clear Trail Advisors, LLC registered with the SEC or a state?**
Clear Trail Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337595.

**How much does Clear Trail Advisors, LLC manage?**
Clear Trail Advisors, LLC reports $803,109,913 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (100% discretionary).

**What types of clients does Clear Trail Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (227); individuals (other than high net worth individuals) (149).

**Which custodians does Clear Trail Advisors, LLC use?**
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.

**Does Clear Trail Advisors, 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/337595

**What changed in Clear Trail Advisors, LLC's recent Form ADV filings?**
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).

## 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.

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: $803,109,913
- Discretionary: $803,109,913
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 149 | $72,797,001 |
| High net worth individuals | 227 | $729,542,430 |
| Charitable organizations | Fewer than 5 | $770,482 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, LA, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cleartrailadvisors.com
- Facebook facebook.com
- Instagram @cleartrailadvisors
- LinkedIn @99439970
- X @Clear_Trail_HOU

## Changes in the filing (last 12 months)

### January 2026
- 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).

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clear Trail Advisors, LLC (CRD 337595): Form ADV filing data as of October 2026.