Clearwater Advisors, LLC
● SEC registered since 2001CRD 116865SEC# 801-60686Boise, ID
Reg. AUM
$4.65B
Employees
9
Accounts
84
Location
Boise, ID
Clearwater Advisors, LLC assets under management
Clearwater Advisors, LLC is an investment advisory firm registered with the SEC based in Boise, ID. The firm has been registered since 2001. It reports $4.7 billion in regulatory assets under management and employs 9 people.
Clearwater Advisors, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bid, LLC | Owner | 10-25% | 2022 |
| C David Dunn Control | Manager | 5-10% | 2001 |
| Daniel Bates Control | Chief Executive Officer | Under 5% | 2018 |
| Hayley Nicole Nelson | Chief Compliance Officer | Under 5% | 2018 |
| Honey Badger Investment Development LLC Control | Member | 25-50% | 2018 |
| Obsidian Investments, LLC | Owner | 10-25% | 2022 |
| Rhet Nmn Hulbert Control | Member | 5-10% | 2009 |
| Sage Investors, LLC | Owner | 10-25% | 2022 |
| Daniel Bates Control | Member | Over 75% | 2018 |
| David R Boren Control | Member | Over 75% | 2001 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Clearwater Advisors, LLC manage?
Clearwater Advisors, LLC reports $4.7 billion in regulatory assets under management on its Form ADV.
How many employees does Clearwater Advisors, LLC have?
Clearwater Advisors, LLC reports 9 employees.
Where is Clearwater Advisors, LLC located?
Clearwater Advisors, LLC is based in Boise, ID and has been SEC-registered since 2001.
Does Clearwater Advisors, LLC disclose fund performance?
Clearwater Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 101 S. Capitol Blvd, Suite 1201, Boise, ID 83702 |
| Phone | 208-433-1222 |
| Fax | 208-278-1282 |
| Office hours | 7:00 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.65B▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$4.65Bregulatory AUM
Discretionary $3.92BNon-discretionary $727.4M