SourcingSourcing

CLARE MARKET INVESTMENTS, LLC

C32
CRD 217515·SEC 801-114649·DALLAS, TX
AUM
$635.1M
$500M-$1B
Est. Revenue
$6.4M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CLARE MARKET INVESTMENTS, LLC
CRD
217515
SEC file #
801-114649
EIN
833265907
DBA names
—

Economics

AUM
$635.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$165.2M → $635.1M▲ +284%
Client mix
Individuals Other115
Individuals High Net Worth110
Corporations6
Pension Profit Sharing Plans3
Charitable Organizations3

Operations

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

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/06/2026
ADV-W filed at
—
Website
twitter.com/clare_market(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RHODUS, KEITH, ANDERSON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
RHODUS, KEITH, ANDERSON
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
fallback_guess:claremarket.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002054098
Edgar Registered
Yes
Edgar Filing Count
30
Edgar First Filing Date
2025-02-07
Edgar Last Filing Date
2026-04-29
Edgar 13f Count
29
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0002085853-26-000521

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Fidelity2
State Street1
Edgar Addresses
Mailing
2620 STATE STREETDALLAS, TX 75204
Business
2620 STATE STREETDALLAS, TX 75204
Edgar EIN
833265907
Edgar Recent Filings
13F-HR2026-04-29 · 0002085853-26-000521
13F-HR2025-11-12 · 0002085853-25-000249
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4885604
Trust Company Affiliate
No

People (4)

4
RHODUS, KEITH, ANDERSON
IAR · Direct Owner · 87.5%
4885604
DEBORAH ANN GOOD
IAR
5776821
PRIYA N INTWALA
IAR
5701810
Alan Lee Haworth
IAR
3086559