Clear Trail Advisors, LLC

RIASEC Registered
Total AUM
$803M
Discretionary
$803M
100% of AUM
Avg account
$389K
Accounts
2,064
Employees
7
Advisory reps
5

Firm details

Headquarters
Houston, Texas
CRD number
337595
Registered since
August 12, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI90.84%
  • Individuals9.06%
  • Charitable Organizations0.1%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Clear Trail Advisors, LLC is an independent, SEC-registered investment adviser (registered in 2025) organized as an LLC that serves individuals and families. The firm acts as a capital allocator, delivering financial planning and portfolio management for individuals and small businesses, and offers selection-of-other-advisers services. Fee arrangements include a percentage of assets under management plus hourly and fixed-fee engagements. Clear Trail also operates as an insurance broker and identifies as an active ESG investor in its allocation approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Public Funds/Mutual Funds 35%, Cash & Cash Equivalents 14%, State & Local Bonds 1%50%
  • Exchange Traded Equities50%
  • Public Funds/Mutual Funds35%
  • Cash & Cash Equivalents14%
  • State & Local Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 57

Active vs passive

$272M in ETFs

Passive

18%

$47.6M

Active

69%

$224M

ETFProviderStyleCategoryValueShares% of portfolio
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF (DIVO)Amplify InvestmentsActiveDerivative Income$19.1M410,8337.02%
Unlock additional holdings →

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
5847 San Felipe St
Time zone
CT (UTC-6)
Office locations

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