Clearwave Capital
Firm details
- Headquarters
- Upland, California
- CRD number
- 337738
- Registered since
- August 5, 2025
- Website
- www.clearwavecap.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CAPITAL CLIENT GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- HNWI64.94%
- Individuals19.16%
- Corporations / Businesses15.9%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Clearwave Capital is an independent, SEC-registered registered investment adviser that operates as a limited liability company and is owned by an individual principal. The firm describes itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting, and selection of third‑party advisers. Clearwave charges clients using a mix of fee arrangements—percentage of assets under management, hourly and fixed fees, and commissions. The firm identifies as an active ESG investor and reports that it allocates to outside alternative managers as part of its investment program.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities43%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents12%
- US Government Bonds10%
Contacts
3 of 3
Corey Cunningham
Managing Partner & Co-FounderCRD 6171174
Garrett Cunningham
Managing Partner and Co-FounderCRD 1898087
Peter Voss
AdvisorCRD 1176447
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$78.4M in ETFs
41%
$32.1M
58%
$46.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY ENHANCED LARGE CAP CORE ETF (FELC) | Fidelity | Active | Large Blend | $7.7M | 183,123 | 9.79% |
Location
Upland, CA
San Bernardino
Location
Upland, CA
Headquartered in Upland, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- San Bernardino
- Address
- 1425 W Foothill Blvd
- Time zone
- PT (UTC-8)
- Office locations
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