Clear Trail Advisors, LLC

RIASEC RegisteredEst. 2025
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 registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm serves individual and family clients and describes itself as a capital allocator. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The firm also operates as an insurance broker and reports being an active ESG investor. Its client billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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

1 of 1
  • Matthew Price

    Matthew Price

    Founder and CEOCRD 5939543

Contacts

3 of 4
  • Jennifer Norris

    Jennifer Norris

    Senior Client Service ManagerCRD 5222181

  • Matthew Kerns

    Matthew Kerns

    PresidentCRD 7206245

  • Randolph Price

    Randolph Price

    ChairmanCRD 1478074

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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

$275M in ETFs

Passive

16%

$43.1M

Active

71%

$231M

ETFProviderStyleCategoryValueShares% of portfolio
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF (DIVO)Amplify InvestmentsActiveDerivative Income$18.8M412,1416.86%
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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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