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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 1b 10b

CLEAR INVESTMENT RESEARCH, LLC

CRD 172685

ALPHARETTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:561ef3b4-6dad-e47f-a57b-0b8aa2f3512a

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 1
Observed: Aug 20, 2014 to Mar 27, 2026
21 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Clear Investment Research, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.03 fund_share=0.0 institutional_share=0.97 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $4.2BItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $250M
Private client RAUM: $119MderivedItem 5.D individuals plus high net worth individuals
Private client share: 3%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $1.4Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 277
Individual clients: 68
High net worth clients: 47
SEC number: 801-80259
CRD: 172685
Filings on the tape: 21
First filed: Aug 20, 2014
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, GA
Website: clearinvestmentresearch.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOSEPH BRIAN JENNINGS	n/a	ALPHARETTA, GA	12	28	4	no
TYLER ADAM JENNINGS	n/a	ALPHARETTA, GA	11	12	n/a	no
Cody Patrick Jennings	n/a	ALPHARETTA, GA	9	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JENNINGS, JOSEPH, BRIAN	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	E	yes	08/2014	Aug 20, 2014	Mar 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CLEAR TAX PLANNING, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$4.2B	$250M	5	3	0	n/a	n/a
2024	Mar 21, 2025	$4.7B	$246M	5	3	0	n/a	n/a
2023	Mar 26, 2024	$5.8B	$222M	5	3	0	n/a	n/a
2022	Mar 3, 2023	$5.2B	$172M	5	3	0	n/a	n/a
2021	Feb 16, 2022	$6.6B	$179M	5	3	0	n/a	n/a
2020	Mar 1, 2021	$6.1B	$155M	6	3	0	n/a	n/a
2019	Mar 18, 2020	$5.2B	$122M	6	3	0	n/a	n/a
2018	Mar 20, 2019	$4.3B	$172M	7	3	0	n/a	n/a
2017	Mar 2, 2018	$4.2B	$178M	6	3	0	n/a	n/a
2016	Mar 24, 2017	$3.7B	$156M	6	3	n/a	n/a	n/a
2015	Mar 10, 2016	$3.4B	$74.9M	6	3	n/a	n/a	n/a
2014	Mar 9, 2015	$3.2B	$66.4M	4	2	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$4.2B	$4.7B	-10.1%	$5.2B	-7.2%	5	5	0	0

Relationships

Registered with (4)

← Cody Patrick JenningsAdvisorregistration: current employment
Oct 4, 2016 to presentfactForm ADV
← TYLER ADAM JENNINGSAdvisorregistration: current employment
Sep 10, 2015 to presentfactForm ADV
← JOSEPH BRIAN JENNINGSAdvisorregistration: current employment
Sep 8, 2014 to presentfactForm ADV
← TODD JONES SMALLWOODAdvisorregistration: previous registration
Dec 16, 2014 to Feb 18, 2016factForm ADV

Controls (1)

← JENNINGS, JOSEPH, BRIANOwnerPRINCIPAL AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Aug 20, 2014 to Mar 26, 2024factForm ADV

Dated events

Occurred
Aug 20, 2014
First Form ADV filing
Clear Investment Research, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:561ef3b4-6dad-e47f-a57b-0b8aa2f3512a
First observed: Aug 20, 2014
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CLEAR INVESTMENT RESEARCH, LLC

CRD 172685

ALPHARETTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:561ef3b4-6dad-e47f-a57b-0b8aa2f3512a

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:30 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSEPH BRIAN JENNINGS

n/a

ALPHARETTA, GA

TYLER ADAM JENNINGS

n/a

ALPHARETTA, GA

n/a

Cody Patrick Jennings

n/a

ALPHARETTA, GA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JENNINGS, JOSEPH, BRIAN

PRINCIPAL AND CHIEF COMPLIANCE OFFICER

yes

08/2014

Aug 20, 2014

Mar 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CLEAR TAX PLANNING, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$4.2B

$250M

n/a

2024

Mar 21, 2025

$4.7B

$246M

n/a

2023

Mar 26, 2024

$5.8B

$222M

n/a

2022

Mar 3, 2023

$5.2B

$172M

n/a

2021

Feb 16, 2022

$6.6B

$179M

n/a

2020

Mar 1, 2021

$6.1B

$155M

n/a

2019

Mar 18, 2020

$5.2B

$122M

n/a

2018

Mar 20, 2019

$4.3B

$172M

n/a

2017

Mar 2, 2018

$4.2B

$178M

n/a

2016

Mar 24, 2017

$3.7B

$156M

n/a

2015

Mar 10, 2016

$3.4B

$74.9M

n/a

2014

Mar 9, 2015

$3.2B

$66.4M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$4.2B

$4.7B

-10.1%

$5.2B

-7.2%