CLEARWELL ADVISORS, LLC
CRD #306186 SEC #801-130085 TAMPA, FL (813) 435-5600
SEC Registered Private Funds
Total AUM
$351.1M
Discretionary
$351.1M
Employees
8
Clients
25
Accounts
55
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CAPOZZO, DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CAPOZZO, DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| FREE, DOUGLAS, JAMES | I | MEMBER | E | Control |
| FREE, DOUGLAS, JAMES | I | MEMBER | E | Control |
| Cortner, Ryan, Drew | I | MEMBER | B | Control |
| Cortner, Ryan, Drew | I | MEMBER | B | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (1)
FL
Address
610 W. DE LEON ST.TAMPA, FL 33606-2720
United States
Phone: (813) 435-5600