# Clearwell Group

> 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.

- CRD: 306186
- Filed as: CLEARWELL GROUP
- Legal name: Clearwell Advisors, LLC
- Also doing business as: CLEARWELL GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306186
- AdvisorCensus page: https://advisorcensus.com/firm/clearwell-group-tampa-fl-306186

## Quick answers

**How is Clearwell Group compensated?**
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.

**Where is Clearwell Group located?**
Clearwell Group's principal office is in Tampa, FL, according to its Form ADV.

**Is Clearwell Group registered with the SEC or a state?**
Clearwell Group is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 306186.

**How much does Clearwell Group manage?**
Clearwell Group reports $413,513,497 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**How have Clearwell Group's assets and staff changed since 2024?**
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.

**What types of clients does Clearwell Group serve?**
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).

**Which custodians does Clearwell Group use?**
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.

**Does Clearwell Group 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/306186

**Does Clearwell Group state an account minimum?**
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."

**What changed in Clearwell Group's recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $351,117,412 to $413,513,497 (+18%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Account minimum: $10,000,000

> 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.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC
- JP Morgan Chase

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: $413,513,497
- Discretionary: $413,386,660
- Non-discretionary: $126,837

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $997,465 |
| High net worth individuals | 29 | $219,668,475 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 23 | $169,708,800 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $23,138,757 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clearwellgroup.com
- Facebook @ClearwellGroup
- LinkedIn @clearwell-group
- X @ClearwellGroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $362,080,869 | 8 | March 28, 2024 |
| October 2025 | $351,117,412 | 8 | March 31, 2025 |
| October 2026 | $413,513,497 | 9 | April 1, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $351,117,412 to $413,513,497 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clearwell Group (CRD 306186): Form ADV filing data as of October 2026.