RIA Intel›Advisers›Illinois›CLEAR PERSPECTIVE ADVISORS, LLC

CLEAR PERSPECTIVE ADVISORS, LLC

Advisory

N·AURORA, IL

Data as of Oct 19, 2021 · Source: SEC Form ADV

Total AUM

$592M

1-Year AUM Growth

+23.0%

3-Year CAGR

+15.0%

Employees

7

Assets Under Management

Total AUM$592M

Discretionary AUM$502M

Non-Discretionary AUM$90M

Discretionary %84.9%

Total Clients—

Team

Total Employees7

Investment Advisers9

Employee Growth (1Y)—

Filing History

Total Filings on Record31

First FilingApr 15, 2011

Latest FilingOct 19, 2021

🔒 Full AUM trend chart and 31 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CLEAR PERSPECTIVE ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.