Clearwater Capital Advisors, LLC
● SEC registered since 2010CRD 139886SEC# 801-70905Hoffman Estates, IL
Reg. AUM
$1.68B
Employees
23
Accounts
2,793
Location
Hoffman Estates, IL
Clearwater Capital Advisors, LLC assets under management
Clearwater Capital Advisors, LLC operates as an SEC-registered investment adviser based in Hoffman Estates, IL. The firm has been registered since 2010. It reports $1.7 billion in regulatory assets under management and employs 23 people.
Clearwater Capital Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Clearwater Capital Partners, LLC | Holding Company | Over 75% | 2017 |
| Jeffrey Paul Dehaan Control | Chief Compliance Officer | Under 5% | 2013 |
| John Edward Chapman Control | Chief Executive Officer | Under 5% | 2006 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Clearwater Capital Advisors, LLC manage?
Clearwater Capital Advisors, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does Clearwater Capital Advisors, LLC have?
Clearwater Capital Advisors, LLC reports 23 employees.
Where is Clearwater Capital Advisors, LLC located?
Clearwater Capital Advisors, LLC is based in Hoffman Estates, IL and has been SEC-registered since 2010.
Does Clearwater Capital Advisors, LLC disclose fund performance?
Clearwater Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2800 West Higgins Road, Suite 1025, Hoffman Estates, IL 60169 |
| Phone | 847-841-8650 |
| Fax | 847-841-1866 |
| Office hours | 8:00 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1690531 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.68B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$1.68Bregulatory AUM
Discretionary $1.42BNon-discretionary $260.5M