CLEAR TRAIL ADVISORS, LLC
CRD #337595 SEC #801-134060 HOUSTON, TX (713) 893-9870
SEC Registered
Total AUM
$797.1M
Discretionary
$797.1M
Employees
7
Clients
0
Accounts
2,069
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 5, 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 |
|---|---|---|---|---|
| GRAFTON, JOHN, GARRETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KERNS, MATTHEW, STEPHEN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| Kerns, Matthew, Stephen | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| Kerns, Matthew, Stephen | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| MSK CLEAR TRAIL HOLDINGS LLC | DE | OWNER | NA | Control |
| MSK CLEAR TRAIL HOLDINGS LLC | DE | OWNER | NA | Control |
| PRICE, MATTHEW, WILLIAM | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PRICE, MATTHEW, WILLIAM | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PRICE, MATTHEW, WILLIAM | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PRICE, RANDOLPH, ROBIN | I | CHAIRMAN | NA | Control |
| PRICE, RANDOLPH, ROBIN | I | CHAIRMAN | NA | Control |
| PRICE, RANDOLPH, ROBIN | I | CHAIRMAN | NA | Control |
| CTA HOLDCO, LLC | DE | OWNER | E | Control |
| CTA HOLDCO, LLC | DE | OWNER | E | Control |
| RRP CLEAR TRAIL HOLDINGS, LLC | DE | OWNER | D | Control |
| RRP CLEAR TRAIL HOLDINGS, LLC | DE | OWNER | D | Control |
| MWP CLEAR TRAIL HOLDINGS LLC | DE | OWNER | C | Control |
| MWP CLEAR TRAIL HOLDINGS LLC | DE | OWNER | C | Control |
Registrations
Federal
IA
Dec 5, 2025 REGISTERED
Notice Filings (4)
GA LA OK TX
Address
5847 SAN FELIPE ST.SUITE 2380
HOUSTON, TX 77057
United States
Phone: (713) 893-9870