Clear Brook Advisors, Inc.
● SEC registered since 2006CRD 132045SEC# 801-66918Boston, MA
Reg. AUM
$817.8M
Employees
6
Accounts
27
Location
Boston, MA
Clear Brook Advisors, Inc. assets under management
Clear Brook Advisors, Inc. is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 2006. It reports $817.8 million in regulatory assets under management and employs 6 people.
Clear Brook Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| C. Kenneth Strachan | Chief Compliance Officer | Under 5% | 2019 |
| Henry Whitney Wagner Control | President / Chief Executive Office | Over 75% | 2001 |
Frequently asked questions
How much does Clear Brook Advisors, Inc. manage?
Clear Brook Advisors, Inc. reports $817.8 million in regulatory assets under management on its Form ADV.
How many employees does Clear Brook Advisors, Inc. have?
Clear Brook Advisors, Inc. reports 6 employees.
Where is Clear Brook Advisors, Inc. located?
Clear Brook Advisors, Inc. is based in Boston, MA and has been SEC-registered since 2006.
Does Clear Brook Advisors, Inc. disclose fund performance?
Clear Brook Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 420 Boylston Street, 5th Floor, Boston, MA 02116 |
| Phone | 617-315-8979 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$817.8M▼ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$817.8Mregulatory AUM
Discretionary $30.7MNon-discretionary $787.1M