Clear Trail Advisors, LLC
● SEC registered since 2025CRD 337595SEC# 801-134060Houston, TX
Reg. AUM
$803.1M
Employees
7
Accounts
2,064
Location
Houston, TX
Clear Trail Advisors, LLC assets under management
Clear Trail Advisors, LLC is a registered investment adviser overseen by the SEC based in Houston, TX. The firm has been registered since 2025. It reports $803.1 million in regulatory assets under management and employs 7 people.
Clear Trail Advisors, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cta Holdco, LLC Control | Owner | Over 75% | 2025 |
| Matthew Stephen Kerns Control | President & Chief Compliance Officer | Under 5% | 2025 |
| Matthew William Price Control | Chief Executive Officer | Under 5% | 2025 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Clear Trail Advisors, LLC manage?
Clear Trail Advisors, LLC reports $803.1 million in regulatory assets under management on its Form ADV.
How many employees does Clear Trail Advisors, LLC have?
Clear Trail Advisors, LLC reports 7 employees.
Where is Clear Trail Advisors, LLC located?
Clear Trail Advisors, LLC is based in Houston, TX and has been SEC-registered since 2025.
Does Clear Trail Advisors, LLC disclose fund performance?
Clear Trail Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5847 San Felipe St., Suite 950, Houston, TX 77057 |
| Phone | (713) 893-9870 |
| Office hours | 8a.m.-4:30p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$803.1M▲ 1%
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$803.1Mregulatory AUM
Discretionary $803.1M