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CLEAR SKY FINANCIAL, LP
CRD 298551File 801-120728
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$140.6M
Bottom 25% of cohort (national)
Discretionary AUM
$140.6M
Clients
126
298 accounts
Employees
3
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 7, 2021
- Principal office
- 130 N. PRESTON ROAD, SUITE 344, PROSPER, TX, 75078
- Phone
- 214-440-3615
- Website
- https://www.csfplan.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $140.6M
- Discretionary AUM
- $140.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 298
- Non-discretionary accounts
- 0
- Total accounts
- 298
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 1 | $103K |
| High net worth individuals | 35 | $110.1M |
| Individuals (other than high net worth individuals) | 90 | $30.4M |
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 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 |
|---|---|---|---|
| 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.