← Tributary

CLEAR ROCK ADVISORS, LLC

KERRVILLE, TX · CRD 282716 · IAPD ↗ · 830-315-2555

$429.9MRegulatory AUM
6Advisory reps
7Employees
0Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2024 — CLEAR ROCK ADVISORS, LLC (KERRVILLE, TX) left the SEC roster (was $429.9M RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
47
June 2024 — CLEAR ROCK ADVISORS, LLC notice-filed in CA, LA.
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.