CLEAR INVESTMENT RESEARCH, LLC
Adviser information for CLEAR INVESTMENT RESEARCH, LLC last updated from Form ADV on March 26th, 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 | Georgia, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 205 | $221.6M |
| Non-Discretionary | 55 | $5.6B |
| Total | 260 | $5.8B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 52 | $12.7M |
| HNW Individuals | 36 | $65.1M |
| 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 | 26 | $5.8B |
| Charitable organizations | <5 | $8.1M |
| 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 | <5 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 5 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
284 S. MAIN STREETSUITE 900
ALPHARETTA
GA
United States
Monday - Friday, 9:00 A.M. - 6:00 P.M.
Tel: 678-293-8667, Fax: None
Chief Compliance Officer
JOSEPH JENNINGS
PRINCIPAL
284 S MAIN STREET
SUITE 900
ALPHARETTA
GA
United States
Tel:
678-293-8667
J***********@**********M
(Full email address available in API data)
Industry Affiliates
| CLEAR TAX PLANNING, LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JENNINGS, JOSEPH, BRIAN | Individual | – | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | 08/2014 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 8th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| AT&T | COM | 31K | 2K | – |
| ABBOTT LABS | COM | 8K | 80 | – |
| ABBVIE INC | COM | 44K | 253 | – |
| ADOBE INC | COM | 41K | 74 | – |
| ADVANCED MICRO DEVICES INC | COM | 70K | 433 | – |
| AIRBNB INC | COM CL A | 1K | 8 | – |
| AIR PRODS & CHEMS INC | COM | 34K | 134 | – |
| ALBEMARLE CORP | COM | 864 | 9 | – |
| ALPHABET INC | CAP STK CL C | 45K | 245 | – |
| ALPHABET INC | CAP STK CL A | 410K | 2K | – |
| AMAZON COM INC | COM | 624K | 3K | – |
| AMERICAN TOWER CORP NEW | COM | 5K | 24 | – |
| APPLE INC | COM | 3M | 15K | – |
| APPLIED MATLS INC | COM | 131K | 555 | – |
| ASTRAZENECA PLC | SPONSORED Adr | 22K | 280 | – |
| AUTOMATIC DATA PROCESSING INC | COM | 20K | 82 | – |
| BANK AMER CORP | COM | 700K | 18K | – |
| BARCLAYS BK PLC | DJUBS CMDT ETN36 | 165K | 5K | – |
| BERSHIRE HATHAWAY INC DEL | CL B NEW | 366K | 900 | – |
| BEST BUY INC | COM | 76K | 900 | – |
| BLACKROCK INC | COM | 8K | 10 | – |
| BRISTOL-MYERS SQUIBB CO | COM | 21K | 500 | – |
| BROADCOM INC | COM | 92K | 57 | – |
| CVS HEALTH GROUP | COM | 144K | 2K | – |
| CADENCE DESIGN SYSTEM INC | COM | 77K | 250 | – |
| CANNAE HLDGS INC | COM | 18 | 1 | – |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 38K | 1K | – |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 49K | 1K | – |
| CAPITAL GROUP CORE EQUITY ETF | SHS CREATION UNI | 57K | 2K | – |
| CARNIVAL CORP | UNIT 99/99/9999 | 599 | 32 | – |
| CELCIUS HLDGS INC | COM NEW | 343 | 6 | – |
| CHEVRON CORP NEW | COM | 43K | 275 | – |
| COCA COLA CO | COM | 58K | 915 | – |
| COINBASE GLOBAL INC | COM CL A | 444 | 2 | – |
| COMCAST CORP NEW | CL A | 901 | 23 | – |
| CONAGRA BANDS INC | COM | 3K | 116 | – |
| CORTEVA INC | COM | 0 | 0 | – |
| DXC TECHNOLOGY CO | COM | 279 | 14 | – |
| DELTA AIR LINES INC DEL | COM NEW | 479 | 10 | – |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 294K | 10K | – |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 116K | 2K | – |
| DISNEY WALT CO | COM DISNEY | 100 | 1 | – |
| DOLLAR GEN CORP NEW | COM | 23K | 176 | – |
| DOLLAR TREE INC | COM | 555K | 5K | – |
| DRAFTKINGS INC | COM CL A | 4K | 100 | – |
| DUPONT DE NEMOURS INC | COM | 0 | 0 | – |
| ECOLAB INC | COM | 9K | 38 | – |
| ENERGY TRANSFER L P | COM UT LTD PTN | 12K | 765 | – |
| ESSENTIAL PPTYS RLTY TR INC | COM | 0 | 0 | – |
| EXXON MOBIL CORP | COM | 162K | 1K | – |
| META PLATFORMS INC | CL A | 61K | 120 | – |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 794K | 19K | – |
| FIDELITY CONVINGTON TRUST | ENHANCED MID | 12K | 410 | – |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 3M | 71K | – |
| FIDELITY NATL INFORMATION SV | COM | 66K | 877 | – |
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 190 | 3 | – |
| FIRST TR EXCHANGE TRADED FD | INTL EQUITY OPP | 56K | 1K | – |
| FORD MTR CO DEL | COM | 8K | 599 | – |
| FORTUNE BRANDS HOME & SEC IN | COM | 13K | 200 | – |
| FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | 8K | 324 | – |
| GE AEROSPACE | COM NEW | 48K | 300 | – |
| GRAPHIC PACKAGING HLDG CO | COM | 6M | 213K | – |
| HP INC | COM | 8K | 229 | – |
| HEWLETT PACKARD ENTERPRISE C | COM | 5K | 213 | – |
| HOME DEPOT INC | COM | 82K | 236 | – |
| HONEYWELL INTL INC | COM | 13K | 61 | – |
| ILLINOIS TOOL WKS INC | COM | 3K | 11 | – |
| INTERNATIONAL BUSINESS MACHS | COM | 2K | 10 | – |
| INVESCO QQQ TR | UNIT SER 1 | 264K | 552 | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 308K | 5K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 36K | 220 | – |
| INVESCO EXCHNG TRADED FD TR | S&P500 LOW VOL | 102K | 2K | – |
| INVESCO EXCHNG TRADED FD TR | EMRNG MKT SVRG | 80 | 4 | – |
| INVESCO EXCHANGE TRADED FD T | TREAS COLATERL | 65K | 617 | – |
| ISHARES GOLD TR | ISHARES NEW | 196K | 4K | – |
| ISHARES | MSCI FRNTR100ETF | 297 | 10 | – |
| ISHARES | MIN VOL EMRG MKT | 227K | 4K | – |
| ISHARES TR | TIPS BD ETF | 640K | 6K | – |
| ISHARES TR | CORE S&P500 ETF | 9M | 16K | – |
| ISHARES TR | CORE US AGGBD ET | 355K | 4K | – |
| ISHARES TR | S&P 500 GRWT ETF | 1M | 13K | – |
| ISHARES TR | GLOBAL ENERG ETF | 0 | 0 | – |
| ISHARES TR | S&P 500 VAL ETF | 1M | 7K | – |
| ISHARES TR | 20 YR TR BD ETF | 44K | 460 | – |
| ISHARES TR | CORE S&P MCP ETF | 5M | 89K | – |
| ISHARES TR | ISHARES SEMICDTR | 101K | 411 | – |
| ISHARES TR | RUS 1000 GRW ETF | 94K | 257 | – |
| ISHARES TR | RUS 2000 VAL ETF | 351K | 2K | – |
| ISHARES TR | RUS 2000 GRW ETF | 402K | 2K | – |
| ISHARES TR | RUSSELL 2000 ETF | 90K | 444 | – |
| ISHARES TR | U.S REAL ES ETF | 196K | 2K | – |
| ISHARES TR | CORE S&P SCP ETF | 3M | 27K | – |
| ISHARES TR | SP SMCP600GR ETF | 517 | 4 | – |
| ISHARES TR | INTL TREA BD ETF | 36K | 933 | – |
| ISHARES TR | MSCI ACWI EX US | 5K | 93 | – |
| ISHARES TR | MSCI ACWI ETF | 4K | 35 | – |
| ISHARES TR | EAFE SML CP ETF | 162K | 3K | – |
| ISHARES TR | JP MOR EM MK ETF | 119K | 1K | – |
| ISHARES TR | MRGSTR MD CP VAL | 142K | 2K | – |
| ISHARES TR | IBOXX HI YD ETF | 549K | 7K | – |
| ISHARES TR | ISHARES | 96K | 4K | – |
| ISHARES TR | CORE HIGH DV ETF | 64K | 586 | – |
| ISHARES TR | MIN VOL EAFE ETF | 15K | 217 | – |
| ISHARES TR | MSCI USA MIN VOL | 36K | 433 | – |
| ISHARES TR | 0-5 YR TIPS ETF | 737K | 7K | – |
| ISHARES US ETF TR | BLACKROCK SH DUR | 106K | 2K | – |
| ISHARES TR | MSCI USA QLT FCT | 297K | 2K | – |
| ISHARES TR | MSCI USA MMENTM | 17K | 87 | – |
| ISHARES TR | CORE MSCI TOTAL | 207K | 3K | – |
| ISHARES TR | CORES MSCI EAFE | 3M | 38K | – |
| ISHARES TR | CORE 1 5 YR USD | 106K | 2K | – |
| ISHARES INC | CORE MSCI EMKT | 2M | 37K | – |
| ISHARES TR | U S EQUITY FACTR | 213K | 4K | – |
| ISHARES TR | MSCI INTL MOMENT | 21K | 536 | – |
| ISHARES TR | CORE DIV GRWTH | 303K | 5K | – |
| JPMORGAN CHASE & CO | COM | 26K | 130 | – |
| JOHN HANCOCK EXCHAGE TRADED | MULTIFACTOR MI | 95K | 2K | – |
| JOHNSON & JOHNSON | COM | 273K | 2K | – |
| KEARNY FINL CORP MD | COM | 185 | 30 | – |
| KENVUE INC | COM | 907 | 49 | – |
| L3HARRIS TECHNOLOGIES INC | COM | 2K | 7 | – |
| LAM RESEARCH CORP | COM | 1K | 1 | – |
| LAMB WESTON HLDGS INC | COM | 3K | 32 | – |
| LILLY ELI & CO | COM | 2M | 3K | – |
| LOCKHEED MARTIN CORP | COM | 122K | 261 | – |
| LOWES COS INC | COM | 220K | 1K | – |
| MPLX LP | COM UNIT REP LTD | 30K | 700 | – |
| MARSH & MCLENNAN COS INC | COM | 29K | 139 | – |
| MARVELL TECHNOLOGY | COM | 5K | 74 | – |
| MCDONALDS CORP | COM | 27K | 107 | – |
| MERCK & CO INC | COM | 44K | 359 | – |
| MICROSOFT CORP | COM | 2M | 4K | – |
| MONDELEZ INTL INC | CL A | 35K | 535 | – |
| MULLEN AUTOMOTIVE INC | COM NEW | 2 | 1 | – |
| NETFLIX INC | COM | 60K | 89 | – |
| NEXTERA ENERGY INC | COM | 4K | 51 | – |
| NVIDIA CORP | COM | 1M | 8K | – |
| OLD DOMINION FREIGHT LINE IN | COM | 1K | 8 | – |
| ON SEMICONDUCTOR CORP | COM | 206 | 3 | – |
| ORACLE CORP | COM | 42K | 294 | – |
| PNC FINL SVCS GROUP INC | COM | 17K | 107 | – |
| PALO ALTO NETWORKS INC | COM | 2K | 5 | – |
| PARKER-HANNIFIN CORP | COM | 4K | 7 | – |
| PAYCHEX INC | COM | 23K | 197 | – |
| PAYCOM SOFTWARE INC | COM | 10K | 68 | – |
| PEPSICO INC | COM | 51K | 311 | – |
| PFIZER INC | COM | 67K | 2K | – |
| PHILLIPS 66 | COM | 20K | 139 | – |
| PIMCO ETF TR | ENHNCD LW DUR AC | 223K | 2K | – |
| PROCTOR AND GAMBLE CO | COM | 197K | 1K | – |
| PROLOGIS INC | COM | 28K | 249 | – |
| PROSHARES TR | ULTRAPRO QQQ | 16K | 219 | – |
| QUALCOMM INC | COM | 16K | 81 | – |
| RTX CORPORATION | COM | 12K | 117 | – |
| REALTY INCOME CORP | COM | 13K | 253 | – |
| RUBRIK INC | CL A | 4K | 134 | – |
| ROYAL BK CDA SUSTAINABL | COM | 7K | 67 | – |
| RYDER SYS INC | COM | 265K | 2K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 252K | 463 | – |
| SPDR SER TR | PORTFOLIO S&P400 | 825K | 16K | – |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 6K | 136 | – |
| SPDR SER TR | PRTFLO S&P500 HI | 150K | 4K | – |
| SALESFORCE INC | COM | 28K | 110 | – |
| SCHWAB CHARLES CORP | COM | 13K | 180 | – |
| SCWAB STRATEGIC TR | US LRG CAP ETF | 3M | 43K | – |
| SCWAB STRATEGIC TR | US LCAP GR ETF | 722K | 7K | – |
| SCWAB STRATEGIC TR | US LCAP GR ETF | 513K | 7K | – |
| SCWAB STRATEGIC TR | US MID-CAP ETF | 1M | 14K | – |
| SCWAB STRATEGIC TR | US SML CAP ETF | 583K | 12K | – |
| SCWAB STRATEGIC TR | EMRD MKTEQ ETF | 113K | 4K | – |
| SCWAB STRATEGIC TR | US DIVIDEND EQ | 134K | 2K | – |
| SCWAB STRATEGIC TR | INTL EQTY ETF | 578K | 15K | – |
| SCWAB STRATEGIC TR | US REIT ETF | 175K | 9K | – |
| SCWAB STRATEGIC TR | SHT TM US TRES | 2M | 41K | – |
| SCWAB STRATEGIC TR | US TIPS ETF | 993K | 19K | – |
| SCWAB STRATEGIC TR | INTL SCEQT ETF | 48K | 1K | – |
| SEMPRA | COM | 25K | 328 | – |
| SNAP INC | CL A | 166 | 10 | – |
| SOUTHERN CO | COM | 156K | 2K | – |
| STARBUCKS CORP | COM | 26K | 333 | – |
| SYNOPSYS INC | COM | 74K | 125 | – |
| T-MOBILE US INC | COM | 2K | 13 | – |
| TESLA INC | COM | 80K | 404 | – |
| TEXAS INSTRS INC | COM | 27K | 139 | – |
| TORONTO DOMINION BK ONT | COM NEW | 550 | 10 | – |
| TRANSDIGM GROUP INC | COM | 4K | 3 | – |
| TRAVELERS COMPANIES INC | COM | 23K | 111 | – |
| TRUIST FINL CORP | COM | 96K | 2K | – |
| US BANKCORP DEL | COM NEW | 18K | 452 | – |
| UBER TECHNOLOGIES INC | COM | 1K | 14 | – |
| UNITED STS OIL FD LP | UNITS | 126K | 2K | – |
| UNITEDHEALTH GROUP INC | COM | 37K | 73 | – |
| VANECK VECTORS ETF TR | FALLEN ANGEL HG | 4M | 135K | – |
| VANECK ETF TRUST | MORNINGSTAR SMID | 18K | 563 | – |
| VANGUARD BD INDEX FD INC | SHORT TRM BOND | 85K | 1K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 781K | 16K | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 5K | 39 | – |
| VANGUARD SCOTTSDALE FDS | SHRT TMR CORP BD | 464 | 6 | – |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 4M | 49K | – |
| VIAD CORP | COM NEW | 1K | 42 | – |
| VIATRIS INC | COM | 3K | 248 | – |
| VISA INC | COM CL A | 40K | 152 | – |
| WABTEC | COM | 2K | 12 | – |
| WALMART INC | COM | 162K | 2K | – |
| WALGREENS BOOT ALLIANCE INC | COM | 10K | 800 | – |
| WARNER BROS DISCOVERY INC | COM SER A | 3K | 398 | – |
| WASTE MGMT INC DEL | COM | 3K | 12 | – |
| WELLS FARGO CO NEW | COM | 162K | 3K | – |
| EATON CORP PLC | SHS | 38K | 122 | – |
| INVESCO LTD | SHS | 15K | 1K | – |
| MEDTRONIC PLC | SHS | 47K | 600 | – |
| CNH INDL N V | SHS | 2K | 167 | – |