SourcingSourcing

CLEAR BROOK ADVISORS, INC.

C32
CRD 132045·SEC 801-66918·BOSTON, MA
AUM
$817.8M
$500M-$1B
Est. Revenue
$8.2M
@ 1% on AUM
Est. EBITDA
$2.5M
@ 30% margin
Est. Deal Value
$19.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CLEAR BROOK ADVISORS, INC.
CRD
132045
SEC file #
801-66918
EIN
393848434
DBA names
—

Economics

AUM
$817.8M
AUM band
$500M-$1B
AUM trajectory
'20'26
$27.0M → $817.8M▲ +2929%
Client mix
Individuals High Net Worth20
Other Investment Advisers4
Pooled Investment Vehicles2
Corporations1

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
Fixed feesOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
clearbrookadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WAGNER, HENRY, WHITNEY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
WAGNER, HENRY, WHITNEY
STRACHAN, C., KENNETH
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CLEARBROOKADVISORS.COM
Rdap Domain Creation Date
2001-07-23T21:05:29Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
Bluehost Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
7
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002085516
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-03-18
Edgar Last Filing Date
2026-03-18
Edgar Form D Count
1
Edgar Form D Offerings
2026-03-182026-03-18 · 0002085516-26-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
E*trade4
Jpmorgan2
Edgar Addresses
Mailing
100 MARKET STREETSUITE 302PORTSMOUTH, NH 03801
Business
100 MARKET STREETSUITE 302PORTSMOUTH, NH 03801
Edgar EIN
393848434
Edgar Recent Filings
D2026-03-18 · 0002085516-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-23T21:05:29Z
Rdap Domain Last Changed
2023-07-05T18:54:00Z
Rdap Nameservers
Ns1.bluehost.comNs2.bluehost.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
5141074
Trust Company Affiliate
No

People (5)

5
WAGNER, HENRY, WHITNEY
Direct Owner · 87.5%
5141074
STRACHAN, C., KENNETH
IAR · Executive Officer · 2.5%
6918736
Colby Snyder
IAR
7053084
Ryan Michael Landgraf
IAR
7697822
ALEXANDER ADAIR MUNNELL
IAR
5296229