CLEAR ROCK ADVISORS, LLC
CRD #282716 SEC #801-107233 KERRVILLE, TX 830-315-2555
SEC Registered
Total AUM
$429.9M
Discretionary
$429.9M
Employees
7
Clients
11
Accounts
570
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2024 | $429.9M | $429.9M | $0 | 7 | 0 |
| Mar 2024 | $429.9M | $429.9M | $0 | 7 | 0 |
| Mar 2023 | $399.6M | $399.6M | $0 | 7 | 0 |
| Mar 2023 | $399.6M | $399.6M | $0 | 7 | 0 |
| Nov 2022 | $388.7M | $388.7M | $0 | 7 | 0 |
| Aug 2022 | $388.7M | $388.7M | $0 | 7 | 0 |
| Mar 2022 | $388.7M | $388.7M | $0 | 7 | 0 |
| Nov 2021 | $291.5M | $291.5M | $0 | 6 | 0 |
| Mar 2021 | $291.5M | $291.5M | $0 | 6 | 0 |
| Jul 2020 | $234M | $222.3M | $11.7M | 4 | 0 |
| Jun 2020 | $234M | $222.3M | $11.7M | 4 | 0 |
| Jun 2020 | $234M | $222.3M | $11.7M | 4 | 0 |
| May 2020 | $234M | $222.3M | $11.7M | 4 | 0 |
| Mar 2020 | $234M | $222.3M | $11.7M | 4 | 0 |
| Mar 2020 | $234M | $222.3M | $11.7M | 4 | 0 |
| Dec 2019 | $233.2M | $233.2M | $0 | 4 | 0 |
| May 2019 | $233.2M | $233.2M | $0 | 4 | 0 |
| Mar 2019 | $187.4M | $187.4M | $0 | 4 | 0 |
| Mar 2018 | $214.9M | $214.9M | $0 | 4 | 0 |
| Mar 2017 | $195.7M | $195.7M | $0 | 4 | 26 |
| Jun 2016 | $131.9M | $131.9M | $0 | 4 | 26 |
| Jun 2016 | $131.9M | $131.9M | $0 | 2 | 0 |
| Mar 2016 | $0 | $0 | $0 | 2 | 0 |
| Feb 2016 | $0 | $0 | $0 | 2 | 0 |
| Feb 2016 | $0 | $0 | $0 | 2 | 0 |
| Jan 2016 | $0 | $0 | $0 | 3 | 0 |
DateMay 2024
Total AUM$429.9M
Discretionary$429.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$429.9M
Discretionary$429.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$399.6M
Discretionary$399.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$399.6M
Discretionary$399.6M
Non-Disc.$0
Employees7
Clients0
DateNov 2022
Total AUM$388.7M
Discretionary$388.7M
Non-Disc.$0
Employees7
Clients0
DateAug 2022
Total AUM$388.7M
Discretionary$388.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$388.7M
Discretionary$388.7M
Non-Disc.$0
Employees7
Clients0
DateNov 2021
Total AUM$291.5M
Discretionary$291.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$291.5M
Discretionary$291.5M
Non-Disc.$0
Employees6
Clients0
DateJul 2020
Total AUM$234M
Discretionary$222.3M
Non-Disc.$11.7M
Employees4
Clients0
DateJun 2020
Total AUM$234M
Discretionary$222.3M
Non-Disc.$11.7M
Employees4
Clients0
DateJun 2020
Total AUM$234M
Discretionary$222.3M
Non-Disc.$11.7M
Employees4
Clients0
DateMay 2020
Total AUM$234M
Discretionary$222.3M
Non-Disc.$11.7M
Employees4
Clients0
DateMar 2020
Total AUM$234M
Discretionary$222.3M
Non-Disc.$11.7M
Employees4
Clients0
DateMar 2020
Total AUM$234M
Discretionary$222.3M
Non-Disc.$11.7M
Employees4
Clients0
DateDec 2019
Total AUM$233.2M
Discretionary$233.2M
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$233.2M
Discretionary$233.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$187.4M
Discretionary$187.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$214.9M
Discretionary$214.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$195.7M
Discretionary$195.7M
Non-Disc.$0
Employees4
Clients26
DateJun 2016
Total AUM$131.9M
Discretionary$131.9M
Non-Disc.$0
Employees4
Clients26
DateJun 2016
Total AUM$131.9M
Discretionary$131.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0