RIA Intel›Advisers›Texas›CLEAR AND SIMPLE FINANCIAL GROUP LLC

CLEAR AND SIMPLE FINANCIAL GROUP LLC

Advisory

TX

Data as of Aug 24, 2026 · Source: SEC Form ADV

Rank in TX

#2,346

of 2,813 advisers by AUM

Average account

$215K

across 47 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 24, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$0

Non-Discretionary AUM$10M

Discretionary %0%

Total Clients13

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

13 clients

The full client-type breakdown and the share of AUM each category represents.

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