CLEAR INVESTMENT RESEARCH, LLC

CRD 172685File 801-80259

APPROVED

Retail clients

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$4.19B

Top 25% of cohort (national)

Discretionary AUM

$250.1M

Non-discretionary $3.94B

Clients

132

277 accounts

Employees

Top 25% of cohort in GA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Sep 5, 2014
Principal office: 284 S. MAIN STREET, SUITE 900, ALPHARETTA, GA, 30009
Phone: 678-293-8667
Website: HTTP://CLEARINVESTMENTRESEARCH.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $4.19B
Discretionary AUM: $250.1M
Non-discretionary AUM: $3.94B
Discretionary accounts: 250
Non-discretionary accounts: 27
Total accounts: 277
AUM per client: $31.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$0
Charitable organizations	Fewer than 5	$21.2M
High net worth individuals	47	$103.6M
Pension and profit sharing plans	17	$4.05B
Individuals (other than high net worth individuals)	68	$15.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
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.