Clarion River Adventures, LLC

RIAState Registered
Total AUM
$13M
Discretionary
$13M
100% of AUM
Avg account
$188K
Accounts
69
Employees
1
Advisory reps
1

Firm details

Headquarters
Canton, Ohio
CRD number
333466
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Clarion River Adventures, LLC is an Ohio-based independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients with financial planning and portfolio management tailored to individuals and small businesses. Its fee model includes asset-based fees and fixed-fee engagements. The firm does not present itself as a capital allocator or pension consultant and is not positioned as an ESG-focused manager. Advising activity appears concentrated on direct client relationships rather than multi-state institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Canton, OH

Stark

Location

Canton, OH

Headquartered in Canton, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Stark
Address
3711 Whipple Ave Nw
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth