CLARE MARKET INVESTMENTS, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 217515
- Registered since
- February 4, 2019
- Website
- www.claremarket.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.69%
- Individuals7.79%
- Pension & Profit Sharing Plans1.61%
- Corporations / Businesses0.87%
- Charitable Organizations0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Clare Market Investments, LLC is an independent SEC-registered registered investment adviser formed as an LLC and operating since 2019. The firm serves both individual and family clients as well as institutional accounts and acts as a capital allocator—selecting third-party managers as part of its offering. Core advisory services include financial planning, portfolio management for individuals and small businesses, and manager selection. Fee arrangements are flexible and include percentage-of-AUM billing plus hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Public Funds/Mutual Funds14%
- US Government Bonds7%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Contacts
3 of 4KEITH RHODUS
Founder & Managing MemberCRD 4885604
Alan Haworth
Director, Senior Financial AdvisorCRD 3086559
DEBORAH GOOD
Financial PlannerCRD 5776821
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$72.1M in ETFs
99%
$71.3M
<1%
$866K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $8.2M | 14,285 | 11.43% |
Location
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 2620 State St
- Time zone
- CT (UTC-6)
- Office locations
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