Data / Investment advisers / Georgia / Clear Investment Research, LLC
Clear Investment Research, LLC, Alpharetta, GA: $4.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Clear Investment Research, LLC is an SEC registered investment adviser with its main office in Alpharetta, Georgia and reports $4.2 billion in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include pension and profit sharing plans, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 172685
- SEC file number
- 801-80259
- SEC status
- Approved, effective September 5, 2014
- Main office
- 284 S. Main Street Suite 900, Alpharetta, GA 30009
- Phone
- (678) 293-8667
- Website
- clearinvestmentresearch.com
- Regulatory AUM
- $4,191,639,011 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $250,079,788
- Non discretionary AUM
- $3,941,559,223
- Accounts
- 277
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 17 | $4.05 billion |
| High net worth individuals | 47 | $103.6 million |
| Charitable organizations | Fewer than 5 | $21.2 million |
| Individuals (other than high net worth individuals) | 68 | $15.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $4.19 billion | March 27, 2026 |
| December 1, 2025 | $4.66 billion | March 21, 2025 |
Other advisers in Alpharetta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Merit Financial Advisors | Alpharetta | $23.88 billion | Not listed | adviserinfo.sec.gov |
| Vident Asset Management | Alpharetta | $22.02 billion | Not listed | adviserinfo.sec.gov |
| Howard Capital Management, LLC | Alpharetta | $8.01 billion | Not listed | adviserinfo.sec.gov |
| Albritton Capital Management Co | Alpharetta | $1.52 billion | Not listed | adviserinfo.sec.gov |
| Gibbs Wealth Management, LLC | Alpharetta | $1.06 billion | Not listed | adviserinfo.sec.gov |
| Pgi Wealth Management | Alpharetta | $930.6 million | Not listed | adviserinfo.sec.gov |
| Avego Management, LLC | Alpharetta | $917.5 million | 7 | adviserinfo.sec.gov |
| Forthright Wealth Management, LLC | Alpharetta | $773.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Alpharetta, GA
- Investment advisers in Georgia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Clear Investment Research, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.