CLEARLOGIC FINANCIAL, INC.
CRD #133114 SEC #801-63619 RESTON, VA 703-476-3521
SEC Registered
Total AUM
$425.2M
Discretionary
$383.5M
Employees
8
Clients
101
Accounts
930
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $425.2M | $383.5M | $41.7M | 8 | 9 |
| Mar 2023 | $372.3M | $329.4M | $42.9M | 8 | 9 |
| Nov 2022 | $412M | $364.2M | $47.8M | 7 | 10 |
| Mar 2022 | $412M | $364.2M | $47.8M | 7 | 10 |
| Nov 2021 | $376.9M | $328M | $48.8M | 7 | 8 |
| Aug 2021 | $376.9M | $328M | $48.8M | 6 | 8 |
| Mar 2021 | $376.9M | $328M | $48.8M | 6 | 8 |
| Sep 2020 | $325.4M | $282.1M | $43.3M | 6 | 9 |
| Jun 2020 | $340.1M | $336.9M | $3.2M | 6 | 9 |
| Feb 2020 | $340.1M | $336.9M | $3.2M | 6 | 9 |
| Jul 2019 | $308.6M | $307.6M | $954.1K | 5 | 0 |
| Mar 2019 | $308.6M | $307.6M | $954.1K | 5 | 0 |
| Aug 2018 | $329.7M | $329.7M | $0 | 5 | 0 |
| Mar 2018 | $329.7M | $329.7M | $0 | 6 | 0 |
| Oct 2017 | $285.8M | $285.8M | $0 | 6 | 187 |
| Feb 2017 | $285.8M | $285.8M | $0 | 5 | 200 |
| Nov 2016 | $261.2M | $261.2M | $0 | 5 | 175 |
| Mar 2016 | $261.2M | $261.2M | $0 | 5 | 175 |
| Aug 2015 | $250.4M | $250.4M | $0 | 5 | 200 |
| Mar 2015 | $250.4M | $250.4M | $0 | 5 | 200 |
| Mar 2015 | $250.4M | $250.4M | $0 | 5 | 200 |
| Mar 2015 | $250.4M | $250.4M | $0 | 5 | 200 |
| Oct 2014 | $225.6M | $225.6M | $0 | 5 | 155 |
| Mar 2014 | $225.6M | $225.6M | $0 | 5 | 155 |
| Mar 2013 | $193.4M | $193.4M | $0 | 5 | 148 |
| Sep 2012 | $134.7M | $134.7M | $0 | 1 | 116 |
| Mar 2012 | $134.7M | $134.7M | $0 | 1 | 116 |
| Jul 2011 | $110.6M | $110.6M | $0 | 5 | -- |
| Jul 2011 | $110.6M | $110.6M | $0 | 5 | -- |
| Mar 2011 | $110.6M | $110.6M | $0 | 5 | -- |
| Mar 2010 | $97.7M | $97.7M | $0 | 5 | -- |
| Mar 2008 | $94.1M | $94.1M | $0 | 5 | -- |
| Feb 2007 | $84.8M | $84.8M | $0 | 5 | -- |
| Jan 2006 | $68M | $68M | $0 | 5 | -- |
DateFeb 2024
Total AUM$425.2M
Discretionary$383.5M
Non-Disc.$41.7M
Employees8
Clients9
DateMar 2023
Total AUM$372.3M
Discretionary$329.4M
Non-Disc.$42.9M
Employees8
Clients9
DateNov 2022
Total AUM$412M
Discretionary$364.2M
Non-Disc.$47.8M
Employees7
Clients10
DateMar 2022
Total AUM$412M
Discretionary$364.2M
Non-Disc.$47.8M
Employees7
Clients10
DateNov 2021
Total AUM$376.9M
Discretionary$328M
Non-Disc.$48.8M
Employees7
Clients8
DateAug 2021
Total AUM$376.9M
Discretionary$328M
Non-Disc.$48.8M
Employees6
Clients8
DateMar 2021
Total AUM$376.9M
Discretionary$328M
Non-Disc.$48.8M
Employees6
Clients8
DateSep 2020
Total AUM$325.4M
Discretionary$282.1M
Non-Disc.$43.3M
Employees6
Clients9
DateJun 2020
Total AUM$340.1M
Discretionary$336.9M
Non-Disc.$3.2M
Employees6
Clients9
DateFeb 2020
Total AUM$340.1M
Discretionary$336.9M
Non-Disc.$3.2M
Employees6
Clients9
DateJul 2019
Total AUM$308.6M
Discretionary$307.6M
Non-Disc.$954.1K
Employees5
Clients0
DateMar 2019
Total AUM$308.6M
Discretionary$307.6M
Non-Disc.$954.1K
Employees5
Clients0
DateAug 2018
Total AUM$329.7M
Discretionary$329.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$329.7M
Discretionary$329.7M
Non-Disc.$0
Employees6
Clients0
DateOct 2017
Total AUM$285.8M
Discretionary$285.8M
Non-Disc.$0
Employees6
Clients187
DateFeb 2017
Total AUM$285.8M
Discretionary$285.8M
Non-Disc.$0
Employees5
Clients200
DateNov 2016
Total AUM$261.2M
Discretionary$261.2M
Non-Disc.$0
Employees5
Clients175
DateMar 2016
Total AUM$261.2M
Discretionary$261.2M
Non-Disc.$0
Employees5
Clients175
DateAug 2015
Total AUM$250.4M
Discretionary$250.4M
Non-Disc.$0
Employees5
Clients200
DateMar 2015
Total AUM$250.4M
Discretionary$250.4M
Non-Disc.$0
Employees5
Clients200
DateMar 2015
Total AUM$250.4M
Discretionary$250.4M
Non-Disc.$0
Employees5
Clients200
DateMar 2015
Total AUM$250.4M
Discretionary$250.4M
Non-Disc.$0
Employees5
Clients200
DateOct 2014
Total AUM$225.6M
Discretionary$225.6M
Non-Disc.$0
Employees5
Clients155
DateMar 2014
Total AUM$225.6M
Discretionary$225.6M
Non-Disc.$0
Employees5
Clients155
DateMar 2013
Total AUM$193.4M
Discretionary$193.4M
Non-Disc.$0
Employees5
Clients148
DateSep 2012
Total AUM$134.7M
Discretionary$134.7M
Non-Disc.$0
Employees1
Clients116
DateMar 2012
Total AUM$134.7M
Discretionary$134.7M
Non-Disc.$0
Employees1
Clients116
DateJul 2011
Total AUM$110.6M
Discretionary$110.6M
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$110.6M
Discretionary$110.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$110.6M
Discretionary$110.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$97.7M
Discretionary$97.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$94.1M
Discretionary$94.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$84.8M
Discretionary$84.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$68M
Discretionary$68M
Non-Disc.$0
Employees5
Clients--