SourcingSourcing

CLEAR INVESTMENT RESEARCH, LLC

B51
CRD 172685·SEC 801-80259·ALPHARETTA, GA
AUM
$4.19B
$1B+
Est. Revenue
$41.9M
@ 1% on AUM
Est. EBITDA
$12.6M
@ 30% margin
Est. Deal Value
$100.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CLEAR INVESTMENT RESEARCH, LLC
CRD
172685
SEC file #
801-80259
EIN
463868027
DBA names
—

Economics

AUM
$4.19B
AUM band
$1B+
AUM trajectory
'20'26
$4.27B → $4.19B▼ -2%
Client mix
Individuals Other68
Individuals High Net Worth47
Pension Profit Sharing Plans17

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
ALPHARETTA GA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
clearinvestmentresearch.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JENNINGS, JOSEPH, BRIAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
JENNINGS, JOSEPH, BRIAN
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
CLEARINVESTMENTRESEARCH.COM
Rdap Domain Creation Date
2014-09-24T02:54:13Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
7
Form 5500 Total Compensation
480,420
Form 5500 Compensation Trajectory 3y
2025480,420
Form 5500 Plan Count Trajectory 3y
20257
Schedule C Total Compensation
480,420
Schedule C Service Provider Rows
7

SEC EDGAR

Edgar Cik
0001635523
Edgar Registered
Yes
Edgar Filing Count
45
Edgar First Filing Date
2015-05-12
Edgar Last Filing Date
2026-05-04
Edgar 13f Count
45
Edgar 13f Latest AUM Estimate
Filing Date2026-05-04
Accession0001635523-26-000002

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
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
State Street4
E*trade4
Fidelity2
Edgar Addresses
Mailing
284 SOUTH MAIN STREETSUITE 900ALPHARETTA, GA 30009
Business
284 SOUTH MAIN STREETSUITE 900ALPHARETTA, GA 30009
Edgar EIN
463868027
Edgar Recent Filings
13F-HR2026-05-04 · 0001635523-26-000002
13F-HR2026-02-09 · 0001635523-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-24T02:54:13Z
Rdap Domain Last Changed
2025-09-24T17:01:00Z
Rdap Nameservers
Ns14.wixdns.netNs15.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2129130
Trust Company Affiliate
No

People (3)

3
JENNINGS, JOSEPH, BRIAN
IAR · Direct Owner · 87.5%
2129130
TYLER ADAM JENNINGS
IAR
6485656
Cody Patrick Jennings
IAR
6685094