RIA Intel›Advisers›Illinois›CLEARWATER CAPITAL ADVISORS, LLC

CLEARWATER CAPITAL ADVISORS, LLC

Advisory

N·HOFFMAN ESTATES, IL

Data as of May 11, 2026 · Source: SEC Form ADV

Total AUM

$1.7B

1-Year AUM Growth

+20.9%

3-Year CAGR

+11.6%

Employees

15

Assets Under Management

Total AUM$1.7B

Discretionary AUM$1.4B

Non-Discretionary AUM$260M

Discretionary %84.5%

Total Clients1,007

Team

Total Employees15

Investment Advisers23

Employee Growth (1Y)+16.7%

Filing History

Total Filings on Record48

First FilingDec 4, 2009

Latest FilingMay 11, 2026

🔒 Full AUM trend chart and 48 historical filings spanning 17+ 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 CLEARWATER CAPITAL ADVISORS, LLC

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