# Highball Advisors

> Highball Advisors is a state-registered investment advisory firm, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 31, 2026.

- CRD: 298145
- Filed as: HIGHBALL ADVISORS
- Legal name: Clear Value Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298145
- AdvisorCensus page: https://advisorcensus.com/firm/highball-advisors-298145

## Quick answers

**How is Highball Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Highball Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Highball Advisors registered with the SEC or a state?**
Highball Advisors is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298145.

**How much does Highball Advisors manage?**
Highball Advisors reports $72,000,000 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (100% discretionary).

**What types of clients does Highball Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (62).

**Does Highball Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/298145

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $72,000,000
- Discretionary: $72,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $72,000,000 |

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

### Firm details
- Registered since: 2018 (7 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, NE, NY, SC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [highballadvisors.com](https://highballadvisors.com)
- [linkedin/in/railroadretirement](https://linkedin/in/railroadretirement)
- Facebook @highballadvisors
- Facebook @railroadretirement
- LinkedIn @highball-advisors
- YouTube @railroadretirement

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Highball Advisors (CRD 298145): Form ADV filing data as of October 2026.