Data / Investment advisers / Florida / Clearwell Group
Clearwell Group, Tampa, FL: $414 million AUM, SEC registered investment adviser
Clearwell Group is an SEC registered investment adviser with its main office in Tampa, Florida and reports $414 million in regulatory assets under management in its Form ADV filed April 1, 2026. Its clients include high net worth individuals, pooled investment vehicles and charitable organizations. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 23 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 306186
- SEC file number
- 801-130085
- SEC status
- Approved, effective April 26, 2024
- Legal name
- Clearwell Advisors, LLC
- Main office
- 610 W. de Leon St., Tampa, FL 33606
- Phone
- (813) 435-5600
- Website
- clearwellgroup.com
- Regulatory AUM
- $413,513,497 in the Form ADV filed April 1, 2026
- Discretionary AUM
- $413,386,660
- Non discretionary AUM
- $126,837
- Accounts
- 57
- Employees
- 9, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 23: 14 private equity funds, 8 real estate funds, 1 other private fund
- Gross assets of private funds
- $197,808,014
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 1, 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 |
|---|---|---|
| High net worth individuals | 29 | $219.7 million |
| Pooled investment vehicles | 23 | $169.7 million |
| Charitable organizations | Fewer than 5 | $23.1 million |
| Individuals (other than high net worth individuals) | 8 | $997,465 |
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 |
|---|---|---|
| May 1, 2026 | $413.5 million | April 1, 2026 |
| December 1, 2025 | $351.1 million | March 31, 2025 |
Other advisers in Tampa
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Capco Asset Management, LLC | Tampa | $468.6 million | 1 | adviserinfo.sec.gov |
| Mangrove Equity Partners | Tampa | $468.1 million | 7 | adviserinfo.sec.gov |
| Wealth Advisors of Tampa Bay | Tampa | $456.8 million | Not listed | adviserinfo.sec.gov |
| Florida Financial Advisors, LLC | Tampa | $456.1 million | Not listed | adviserinfo.sec.gov |
| Quantum Private Wealth, LLC | Tampa | $418 million | Not listed | adviserinfo.sec.gov |
| Northbridge Financial Group, LLC | Tampa | $413.1 million | Not listed | adviserinfo.sec.gov |
| Code Waechter LLC | Tampa | $409 million | Not listed | adviserinfo.sec.gov |
| Walser Wealth Management Company, a Limited Liability Company | Tampa | $339.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Tampa, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Clearwell Group on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.