RIA Intel›Advisers›Arizona›CLEAR FIDUCIARY CONSULTANTS, LLC

CLEAR FIDUCIARY CONSULTANTS, LLC

Advisory

AZ

Data as of Sep 30, 2025 · Source: SEC Form ADV

Average account

$1M

across 29 accounts

AUM per adviser

$41M

1 advisers

Source: SEC Form ADV. Figures as filed Sep 30, 2025.

Total AUM

$41M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$41M

Discretionary AUM$40M

Non-Discretionary AUM$500K

Discretionary %98.8%

Total Clients29

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

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

29 clients

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

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Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

ENVISION CAPITAL MANAGEMENT LTD

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$40M

SELEZNOV CAPITAL ADVISORS, LLC

$41M

PRIVATE CLIENT LLC

$40M

RG CAPITAL INVESTMENT ADVISORY SERVICES, LLC

$40M

SG WEALTH MANAGERS LLC

$41M

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