CLEARWATER ADVISORS, LLC

CRD 116865File 801-60686

APPROVED

Filing as of May 7, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$4.65B

Top 25% of cohort (national)

Discretionary AUM

$3.92B

Non-discretionary $727.4M

Clients

84 accounts

Employees

Top 10% of cohort in ID

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Nov 9, 2001
Principal office: 101 S. CAPITOL BLVD, SUITE 1201, BOISE, ID, 83702
Phone: 208-433-1222
Website: HTTPS://WWW.CLEARWATERADVISORS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $4.65B
Discretionary AUM: $3.92B
Non-discretionary AUM: $727.4M
Discretionary accounts: 81
Non-discretionary accounts: 3
Total accounts: 84
AUM per client: $145.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	17	$2.30B
Insurance companies	5	$626.4M
High net worth individuals	Fewer than 5	$78.9M
Banking or thrift institutions	Fewer than 5	$43.1M
Pension and profit sharing plans	Fewer than 5	$861.4M
State or municipal government entities	10	$740.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.