← Directory
CLEAR INVESTMENT RESEARCH, LLC
CRD 172685File 801-80259
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.19B
Top 25% of cohort (national)
Discretionary AUM
$250.1M
Non-discretionary $3.94B
Clients
132
277 accounts
Employees
5
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 129 | 132 | increased by3 |
| Apr 1, 2026 | AUM | $4,662,741,651 | $4,191,639,011 | decreased by$471,102,640 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 91 | 129 | increased by38 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,584,884,189 | $4,662,741,651 | decreased by$1,922,142,538 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 187 | 277 | increased by90 |
| Mar 1, 2022 | Employees | 6 | 5 | decreased by1 |
| Mar 1, 2022 | Clients | 76 | 91 | increased by15 |
| Mar 1, 2022 | AUM | $6,095,420,559 | $6,584,884,189 | increased by$489,463,630 |
| Mar 1, 2022 | Accounts | 152 | 187 | increased by35 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLEAR INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLEAR INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.