RIA Intel›Advisers›Idaho›CLEARROCK CAPITAL LLC

CLEARROCK CAPITAL LLC

Advisory

N·KETCHUM, ID

Data as of Jul 20, 2020 · Source: SEC Form ADV

Total AUM

$553M

1-Year AUM Growth

+25.1%

3-Year CAGR

+12.8%

Employees

8

Assets Under Management

Total AUM$553M

Discretionary AUM$552M

Non-Discretionary AUM$1M

Discretionary %99.8%

Total Clients—

Team

Total Employees8

Investment Advisers10

Employee Growth (1Y)—

Filing History

Total Filings on Record40

First FilingJul 3, 2007

Latest FilingJul 20, 2020

🔒 Full AUM trend chart and 40 historical filings spanning 13+ 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 CLEARROCK CAPITAL LLC

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