# Kevin Clariday Investment Advisor

> Kevin Clariday Investment Advisor is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 139722
- Filed as: KEVIN CLARIDAY INVESTMENT ADVISOR
- Legal name: Kevin Patrick Clariday
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/139722
- AdvisorCensus page: https://advisorcensus.com/firm/kevin-clariday-investment-advisor-139722

## Quick answers

**How is Kevin Clariday Investment Advisor compensated?**
On its Form ADV (Item 5.E, October 2026), Kevin Clariday Investment Advisor reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Kevin Clariday Investment Advisor registered with the SEC or a state?**
Kevin Clariday Investment Advisor is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 139722.

**How much does Kevin Clariday Investment Advisor manage?**
Kevin Clariday Investment Advisor reports $21,800,000 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (0% discretionary).

**What types of clients does Kevin Clariday Investment Advisor serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (4); individuals (other than high net worth individuals) (1).

**Does Kevin Clariday Investment Advisor 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/139722

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $21,800,000
- Discretionary: $0
- Non-discretionary: $21,800,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $300,000 |
| High net worth individuals | 4 | $21,500,000 |
| 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) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kevin Clariday Investment Advisor (CRD 139722): Form ADV filing data as of October 2026.