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CLEAR TRAIL ADVISORS, LLC

HOUSTON, TX · CRD 337595 · IAPD ↗ · (713) 893-9870

$803.1MRegulatory AUM
4Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
January 2026 — CLEAR TRAIL ADVISORS, LLC notice-filed in GA, LA, OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
January 2026 — CLEAR TRAIL ADVISORS, LLC now reports custody of client assets ($260.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
January 2026 — CLEAR TRAIL ADVISORS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
December 2025 — CLEAR TRAIL ADVISORS, LLC (HOUSTON, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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