Clear Investment Research, LLC
● SEC registered since 2014CRD 172685SEC# 801-80259Alpharetta, GA
Reg. AUM
$4.19B
Employees
5
Accounts
277
Location
Alpharetta, GA
About Clear Investment Research
Clear Investment Research provides financial planning and investment advisory services to individuals, families, and businesses with retirement plans, endowments, or foundations. It applies institutional pension and defined contribution experience to help clients mitigate investment risk.
Summary based on the firm’s website.
Clear Investment Research, LLC assets under management
Clear Investment Research, LLC is an investment advisory firm registered with the SEC based in Alpharetta, GA. The firm has been registered since 2014. It reports $4.2 billion in regulatory assets under management and employs 5 people.
Clear Investment Research, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Brian Jennings Control | Principal And Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Clear Investment Research, LLC manage?
Clear Investment Research, LLC reports $4.2 billion in regulatory assets under management on its Form ADV.
How many employees does Clear Investment Research, LLC have?
Clear Investment Research, LLC reports 5 employees.
Where is Clear Investment Research, LLC located?
Clear Investment Research, LLC is based in Alpharetta, GA and has been SEC-registered since 2014.
Does Clear Investment Research, LLC disclose fund performance?
Clear Investment Research, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 284 S. Main Street, Suite 900, Alpharetta, GA 30009 |
| Phone | 678-293-8667 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.19B▼ 10%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,369 advisers
EmployeesTop 62%
More than 38% of 16,804 advisers
Assets under management
$4.19Bregulatory AUM
Discretionary $250.1MNon-discretionary $3.94B