# 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.

- CRD: 338073
- Filed as: CLERA
- Legal name: Clera, Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bakersfield, CA
- Filing period: October 2026
- Form ADV filing dated: May 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338073
- AdvisorCensus page: https://advisorcensus.com/firm/clera-bakersfield-ca-338073

## Quick answers

**How 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

### Compensation (Item 5.E)
- Subscription fees (for a newsletter or periodical)

### Fees and minimums (Form ADV Part 2A brochure dated September 16, 2025)

- Account minimum: None

> 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 brochure. Fees can differ by service and may be negotiable.

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | Not reported |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- app.askclera.com
- askclera.com
- Instagram @askclera
- LinkedIn @askclera

## Changes in the filing (last 12 months)

### January 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clera (CRD 338073): Form ADV filing data as of October 2026.