Clear Trace, LLC
Firm details
- Headquarters
- ,
- CRD number
- 144746
- Website
- www.clear-trace.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals71.88%
- HNWI28.12%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Clear Trace, LLC is an independent, individual-owned registered investment adviser organized as an LLC and registered in Indiana and Kentucky. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small business owners. Its fee arrangements include a percentage-of-AUM option plus hourly and fixed-fee engagements, reflecting a mix of ongoing wealth management and project-based planning work. The firm does not position itself as a capital allocator and is not an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities90%
- US Government Bonds4%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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