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CLEARWATER CAPITAL PARTNERS
Legal name: CLEARWATER CAPITAL ADVISORS, LLC
CRD 139886File 801-70905
APPROVED
Retail clients
Custody
Filing as of May 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.68B
Top 25% of cohort (national)
Discretionary AUM
$1.42B
Non-discretionary $260.5M
Clients
1,041
2,793 accounts
Employees
23
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 4, 2010
- Principal office
- 2800 WEST HIGGINS ROAD, SUITE 1025, HOFFMAN ESTATES, IL, 60169
- Phone
- 847-841-8650
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.68B
- Discretionary AUM
- $1.42B
- Non-discretionary AUM
- $260.5M
- Discretionary accounts
- 2,721
- Non-discretionary accounts
- 72
- Total accounts
- 2,793
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 29 | $57.7M |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | 27 | $50.0M |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 310 | $1.09B |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 96 | $286.6M |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 579 | $193.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.