CLEAR SKY FINANCIAL, LP

RIASEC RegisteredEst. 2021
Total AUM
$141M
Discretionary
$141M
100% of AUM
Avg account
$472K
Accounts
298
Employees
3
Advisory reps
3

Firm details

Headquarters
Prosper, Texas
CRD number
298551
Registered since
April 7, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI78.33%
  • Individuals21.6%
  • Other Investment Advisers0.07%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Clear Sky Financial, LP is an independent registered investment adviser organized as a limited partnership and SEC-registered in 2021. The firm serves both individual and family clients as well as institutional clients, with primary advisory services centered on financial planning and portfolio management for individuals and small businesses. Ownership is domestic/individual and the firm charges clients through a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Clear Sky does not identify as an ESG-focused investor and is not registered as a multi-state adviser or a pension consultant.

Assets & Accounts

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: Public Funds/Mutual Funds 86%, Exchange Traded Equities 8%, Cash & Cash Equivalents 5%, Non-Exchange Traded Equities 1%86%
  • Public Funds/Mutual Funds86%
  • Exchange Traded Equities8%
  • Cash & Cash Equivalents5%
  • Non-Exchange Traded Equities1%

Contacts

3 of 3
  • RANDY SMITH

    Financial AdvisorCRD 2238713

  • ANDREW HICKEY

    Financial AdvisorCRD 3021408

  • JOHN PAULSON

    Financial AdvisorCRD 2908933

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

Prosper, TX

COLLIN

Location

Prosper, TX

Headquartered in Prosper, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
COLLIN
Address
130 N Preston Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth