{
  "crd_number": 306186,
  "slug": "clearwell-group-tampa-fl-306186",
  "primary_business_name": "CLEARWELL GROUP",
  "legal_name": "CLEARWELL ADVISORS, LLC",
  "dbas": [
    "CLEARWELL GROUP"
  ],
  "city": "Tampa",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-04-26",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 413513497.0,
  "raum_discretionary": 413386660.0,
  "raum_non_discretionary": 126837.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 23138757.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 997465.0,
      "count": 8
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 219668475.0,
      "count": 29
    },
    "pooled_investment_vehicles": {
      "raum": 169708800.0,
      "count": 23
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://clearwellgroup.com",
    "https://facebook.com/ClearwellGroup",
    "https://linkedin.com/company/clearwell-group",
    "https://x.com/ClearwellGroup"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306186",
  "city_as_filed": "TAMPA",
  "url": "https://advisorcensus.com/firm/clearwell-group-tampa-fl-306186",
  "display_name": "Clearwell Group",
  "summary": "Clearwell Group is an SEC-registered investment advisory firm in Tampa, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.",
  "citation": "AdvisorCensus. Clearwell Group (CRD 306186): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Clearwell Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Clearwell Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Clearwell Group located?",
      "a": "Clearwell Group's principal office is in Tampa, FL, according to its Form ADV."
    },
    {
      "q": "Is Clearwell Group registered with the SEC or a state?",
      "a": "Clearwell Group is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 306186."
    },
    {
      "q": "How much does Clearwell Group manage?",
      "a": "Clearwell Group reports $413,513,497 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Clearwell Group's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Clearwell Group: Regulatory assets under management: $362,080,869 in the October 2024 data and $413,513,497 in the October 2026 data, up 14%. Total employees: 8 in October 2024 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Clearwell Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (29); pooled investment vehicles (other than investment companies and business development companies) (23); individuals (other than high net worth individuals) (8)."
    },
    {
      "q": "Which custodians does Clearwell Group use?",
      "a": "Clearwell Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC and JP Morgan Chase as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Clearwell Group 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/306186"
    },
    {
      "q": "Does Clearwell Group state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 1, 2026 says: \"To initiate and sustain an investment management relationship, Clearwell Group generally recommends a minimum portfolio value of $10,000,000.\" \"Clearwell Group accepts clients with less than the minimum portfolio size if the Firm determines the smaller portfolio size will not cause a substantial increase of investment risk beyond the client’s identified risk tolerance.\""
    },
    {
      "q": "What changed in Clearwell Group's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Regulatory assets under management went from $351,117,412 to $413,513,497 (+18%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 362080869.0,
      "total_employees": 8,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 351117412.0,
      "total_employees": 8,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 413513497.0,
      "total_employees": 9,
      "filing_date": "2026-04-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Regulatory assets under management went from $351,117,412 to $413,513,497 (+18%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 1, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$10,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $10,000,000"
        ],
        "quotes": [
          "To initiate and sustain an investment management relationship, Clearwell Group generally recommends a minimum portfolio value of $10,000,000.",
          "Clearwell Group accepts clients with less than the minimum portfolio size if the Firm determines the smaller portfolio size will not cause a substantial increase of investment risk beyond the client’s identified risk tolerance."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 10000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "To initiate and sustain an investment management relationship, Clearwell Group generally recommends a minimum portfolio value of $10,000,000.",
      "Clearwell Group accepts clients with less than the minimum portfolio size if the Firm determines the smaller portfolio size will not cause a substantial increase of investment risk beyond the client’s identified risk tolerance."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "JP Morgan Chase",
      "name_as_filed": "JP MORGAN CHASE",
      "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/clearwell-group-tampa-fl-306186.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 997465.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 29,
      "fewer_than_5": false,
      "raum": 219668475.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 23,
      "fewer_than_5": false,
      "raum": 169708800.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 23138757.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/306186",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}