Clearwater Capital Partners
Hoffman Estates, IL·SEC-registered · CRD #139886
Clearwater Capital Partners is an SEC-registered investment advisory firm in Hoffman Estates, IL managing $1.7B across 2.9k client accounts, with 15 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.7B
Client accounts
2.9k
Advisory staff
15
Fee model
Fee-based
How Clearwater Capital Partners 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 Clearwater Capital Partners
How much does Clearwater Capital Partners manage?
Per its most recent SEC Form ADV filing (05/11/2026), Clearwater Capital Partners reports $1.7B in regulatory assets under management across roughly 2.9k client accounts.
How does Clearwater Capital Partners charge?
Clearwater Capital Partners 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 Clearwater Capital Partners a fiduciary?
Yes. Clearwater Capital Partners is registered with the U.S. Securities and Exchange Commission (CRD #139886), 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 Clearwater Capital Partners 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 Clearwater Capital Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Clearwater Capital Partners's public SEC Form ADV filing (CRD #139886, filed 05/11/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Clearwater Capital Partners. 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 Clearwater Capital Partners? Claim this profile.