Hedge Fund Database

CLEAR ROCK ADVISORS, LLC

Adviser information for CLEAR ROCK ADVISORS, LLC last updated from Form ADV on March 5th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Texas, United States

Employees

Total Number of Employees 7
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 6
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 4

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 570 $429.9M
Non-Discretionary 0 $0
Total 570 $429.9M

Clients

Type Number RAUM
Individuals 67 $8.4M
HNW Individuals 145 $419.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 2 $2.5M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 11-25

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-107233
SEC ERA File Number 801-107233
SEC CIK Numbers 1810372
SEC CRD Numbers 282716
Legal Entity Identifier None

Principal Office

200 EARL GARRETT STREET
SUITE 202
KERRVILLE
TX
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 830-315-2555, Fax: None

Websites

twitter.com/roycemedlin www.linkedin.com/company/clear-rock-advisors-llc/ www.wealthtender.com www.clearrockadvisors.com

Chief Compliance Officer

WILLIAM T. SANDERS
MEMBER
200 EARL GARRETT STREET
SUITE 202
KERRVILLE
TX
United States
Tel: 512-576-1589
(Full email address available in API data)

Regulatory Contact

CHARLES F. HALL, JR.
MEMBER
202 EARL GARRETT STREET
SUITE 202
KERRVILLE
TX
United States
Tel: 210-464-1030
(Full email address available in API data)

Industry Affiliates

ROYCE ITSCHNER Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SANDERS, WILLIAM, TENNYSON Individual – MEMBER AND CHIEF COMPLIANCE OFFICER 12/2015 25-50%
HALL, CHARLES, FERRELL Individual – MEMBER 12/2015 25-50%
MEDLIN, ROYCE, WESLEY Individual – MEMBER AND CHIEF INVESTMENT OFFICER 03/2016 25-50%

No. Employees, Historic

105020192020202120222023202420254 on 5/10/20194 on 12/3/20194 on 3/30/20204 on 3/31/20204 on 5/28/20204 on 6/18/20204 on 6/30/20204 on 7/6/20206 on 3/19/20216 on 11/11/20217 on 3/22/20227 on 8/9/20227 on 11/8/20227 on 3/10/20237 on 3/27/20237 on 3/5/2024

RAUM, Historic

500M250M02019202020212022202320242025233182955 on 5/10/2019233182955 on 12/3/2019233960927 on 3/30/2020233960927 on 3/31/2020233960927 on 5/28/2020233960927 on 6/18/2020233960927 on 6/30/2020233960927 on 7/6/2020291534003 on 3/19/2021291534003 on 11/11/2021388734152 on 3/22/2022388734152 on 8/9/2022388734152 on 11/8/2022399602635 on 3/10/2023399602635 on 3/27/2023429910416 on 3/5/2024

No. Clients, Historic

30015002019202020212022202320242025172 on 5/10/2019172 on 12/3/2019153 on 3/30/2020153 on 3/31/2020153 on 5/28/2020153 on 6/18/2020153 on 6/30/2020153 on 7/6/2020144 on 3/19/2021144 on 11/11/2021189 on 3/22/2022189 on 8/9/2022189 on 11/8/2022218 on 3/10/2023218 on 3/27/2023214 on 3/5/2024

Holdings

From latest 13F, filed September 3rd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 2M 23K –
ABBVIE INC COM 3M 20K –
ACCENTURE PLC IRELAND SHS CLASS A 2M 6K –
ADOBE INC COM 276K 496 –
ALLSTATE CORP COM 3M 17K –
ALPHABET INC CAP STK CL A 735K 4K –
AMAZON COM INC COM 4M 20K –
AMPHENOL CORP NEW CL A 4M 63K –
ANALOG DEVICES INC COM 309K 1K –
APPLE INC COM 3M 15K –
ASML HOLDING N V N Y REGISTRY SHS 454K 444 –
BANK AMERICA CORP COM 3M 85K –
BROADCOM INC COM 5M 3K –
CDW CORP COM 444K 2K –
CHEVRON CORP NEW COM 758K 5K –
CONOCOPHILLIPS COM 3M 22K –
COSTCO WHSL CORP NEW COM 4M 5K –
D R HORTON INC COM 3M 24K –
DEVON ENERGY CORP NEW COM 237K 5K –
DOMINOS PIZZA INC COM 323K 626 –
ELEVANCE HEALTH INC COM 3M 5K –
ELI LILLY & CO COM 229K 253 –
ENTERPRISE PRODS PARTNERS L COM 2M 71K –
EXXON MOBIL CORP COM 2M 16K –
FASTENAL CO COM 3M 43K –
HCA HEALTHCARE INC COM 317K 988 –
HERSHEY CO COM 2M 9K –
HOME DEPOT INC COM 3M 8K –
HUMANA INC COM 2M 5K –
INTUITIVE SURGICAL INC COM NEW 216K 486 –
ISHARES TR SHRT NAT MUN ETF 399K 4K –
ISHARES TR US TREAS BD ETF 21M 937K –
JANUS DETROIT STR TR HENDERSON MTG 23M 518K –
JPMORGAN CHASE & CO. COM 3M 16K –
KROGER CO COM 3M 52K –
LAM RESEARCH CORP COM 4M 4K –
LOWES COS INC COM 244K 1K –
MICROSOFT CORP COM 4M 10K –
MONDELEZ INTL INC CL A 290K 4K –
MORGAN STANLEY COM NEW 3M 26K –
MSCI INC COM 244K 507 –
NETAPP INC COM 807K 6K –
NEXTERA ENERGY INC COM 2M 33K –
NVIDIA CORPORATION COM 4M 34K –
PAN AMERN SILVER CORP COM 318K 16K –
PAYCHEX INC COM 3M 23K –
PIMCO ETF TR INTER MUN BD ACT 6M 117K –
PIMCO ETF TR INV GRD CRP BD 15M 154K –
S&P GLOBAL INC COM 3M 6K –
SALESFORCE INC COM 3M 12K –
SBA COMMUNICATIONS CORP NEW CL A 2M 9K –
SCHWAB STRATEGIC TR US LRG CAP ETF 8M 119K –
SCHWAB STRATEGIC TR US MID-CAP ETF 4M 47K –
SELECT SECTOR SPDR TR ENERGY 2M 19K –
SHERWIN WILLIAMS CO COM 3M 10K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 496K 13K –
SPDR S&P 500 ETF TR TR UNIT 287K 527 –
STRYKER CORPORATION COM 4M 10K –
TEXAS INSTRS INC COM 232K 1K –
TRACTOR SUPPLY CO COM 3M 11K –
UNION PAC CORP COM 266K 1K –
UNITED PARCEL SERVICE INC CL B 2M 14K –
UNITEDHEALTH GROUP INC COM 420K 824 –
VANECK ETF TRUST SHRT HGH YLD MUN 228K 10K –
VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 4M 36K –
VANGUARD INDEX FDS REAL ESTATE ETF 429K 5K –
VANGUARD INDEX FDS SMALL CP ETF 21M 98K –
VISA INC COM CL A 3M 13K –
WISDOMTREE TR FLOATNG RAT TREA 15M 292K –
ZOETIS INC CL A 3M 16K –