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CLEARWELL GROUP
Legal name: CLEARWELL ADVISORS, LLC
CRD 306186File 801-130085
APPROVED
Retail clients
Custody
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$413.5M
Below cohort median (national)
Discretionary AUM
$413.4M
Non-discretionary $127K
Clients
60
57 accounts
Employees
9
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 26, 2024
- Principal office
- 610 W. DE LEON ST., TAMPA, FL, 33606-2720
- Phone
- (813) 435-5600
- Website
- https://clearwellgroup.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $413.5M
- Discretionary AUM
- $413.4M
- Non-discretionary AUM
- $127K
- Discretionary accounts
- 56
- Non-discretionary accounts
- 1
- Total accounts
- 57
- AUM per client
- $6.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $23.1M |
| High net worth individuals | 29 | $219.7M |
| Pooled investment vehicles | 23 | $169.7M |
| Individuals (other than high net worth individuals) | 8 | $997K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- 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.