← Tributary

CLEAR INVESTMENT RESEARCH, LLC

ALPHARETTA, GA · CRD 172685 · IAPD ↗ · clearinvestmentresearch.com · 678-293-8667

$4.19BRegulatory AUM
3Advisory reps
5Employees
2Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2024 — CLEAR INVESTMENT RESEARCH, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
February 2024 — CLEAR INVESTMENT RESEARCH, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.