CLEARWATER CAPITAL PARTNERS

RIASEC RegisteredEst. 2010

Total AUM

$1.7B

Discretionary

$1.4B

85% of AUM

Avg account

$602K

Accounts

2,793

Employees

Advisory reps

Firm details

Headquarters: HOFFMAN ESTATES, Illinois
CRD number: 139886
Registered since: January 4, 2010
Website: ccpwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI65.06%
Pension & Profit Sharing Plans17.05%
Individuals11.49%
Corporations / Businesses3.43%
Charitable Organizations2.98%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Clearwater Capital Partners is an independent registered investment adviser organized as an LLC and active since 2010. The firm acts as a capital allocator, deploying client capital through internal portfolio management and by selecting third‑party managers. Its clientele spans high‑net‑worth individuals and families as well as institutional clients. Services listed on the firm’s ADV include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and educational seminars. Clearwater charges fees based on a percentage of AUM and also offers hourly and fixed‑fee engagements. The adviser does not position itself as an active ESG investor.