AdvisorCensus / Financial advisors / California / Bakersfield / Clera
Clera is an SEC-registered investment advisory firm in Bakersfield, CA, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated May 23, 2026.
Quick answers
From the filingHow is Clera compensated?
On its Form ADV (Item 5.E, October 2026), Clera reports these compensation arrangements: subscription fees (for a newsletter or periodical).
Where is Clera located?
Clera's principal office is in Bakersfield, CA, according to its Form ADV.
Is Clera registered with the SEC or a state?
Clera is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338073.
What types of clients does Clera serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2).
Does Clera 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/338073
Does Clera state an account minimum?
Its Form ADV Part 2A brochure dated September 16, 2025 says: "Clera does not impose any account minimums for opening or maintaining an advisory relationship. Clients may subscribe regardless of account size, and services are delivered exclusively through Clera’s website and mobile application."
What changed in Clera's recent Form ADV filings?
In the January 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Subscription fees (for a newsletter or periodical)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
Clera does not impose any account minimums for opening or maintaining an advisory relationship. Clients may subscribe regardless of account size, and services are delivered exclusively through Clera’s website and mobile application.
As stated in the firm's Form ADV Part 2A brochure dated September 16, 2025. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Clera, Inc
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- January 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Clera (CRD 338073): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/clera-bakersfield-ca-338073