RIA Intel›Advisers›Kentucky›CLEARLEAF FINANCE LLC

CLEARLEAF FINANCE LLC

Advisory

LOUISVILLE, KY

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in KY

#136

of 136 advisers by AUM

Average account

$45M

across 1 account

AUM per adviser

$23M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$45M

Discretionary %

100%

Clients

1

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, KY

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

1 clients

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

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Advisers of similar size in KY

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

CB INVESTMENT MANAGERS, LLC

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WEALTH MANAGEMENT OF KENTUCKY, INC.

LEXINGTON, KY

$43M

LINKER CAPITAL MANAGEMENT INC

LOUISVILLE, KY

$49M

-1.7% 1Y

INVESTMENT ANSWERS CAPITAL, LLC

LOUISVILLE, KY

$49M

LEXINGTON WEALTH MANAGEMENT, INC.

$50M

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