Clear Investment Research, LLC
Alpharetta, GA·SEC-registered · CRD #172685
Clear Investment Research, LLC is an SEC-registered investment advisory firm in Alpharetta, GA managing $4.2B across 304 client accounts, with 3 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.2B
Client accounts
304
Advisory staff
3
Fee model
Fee-based
How Clear Investment Research, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Clear Investment Research, LLC
How much does Clear Investment Research, LLC manage?
Per its most recent SEC Form ADV filing (03/27/2026), Clear Investment Research, LLC reports $4.2B in regulatory assets under management across roughly 304 client accounts.
How does Clear Investment Research, LLC charge?
Clear Investment Research, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Clear Investment Research, LLC a fiduciary?
Yes. Clear Investment Research, LLC is registered with the U.S. Securities and Exchange Commission (CRD #172685), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Clear Investment Research, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Clear Investment Research, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Alpharetta, GA
Profile compiled from Clear Investment Research, LLC's public SEC Form ADV filing (CRD #172685, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Clear Investment Research, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Clear Investment Research, LLC? Claim this profile.