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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

CLEAR PERSPECTIVE ADVISORS, LLC

CRD 157447

AURORA, IL

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:59655d02-b634-145d-1f24-c3345207c616

Data as of Oct 19, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 28
Dated events: 3
On other graphs: 0
Observed: Mar 23, 2012 to Oct 19, 2021
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $592MItem 5.F on the latest filing (2021-10-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $502M
Private client RAUM: $452MderivedItem 5.D individuals plus high net worth individuals
Private client share: 76%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees: 7
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1,870
Individual clients: 643
High net worth clients: 139
Custody, client assets: $222M
SEC number: 801-72318
CRD: 157447
Filings on the tape: 28
First filed: Mar 23, 2012
Latest filed: Oct 19, 2021
Organised: Limited Liability Company, Illinois

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
BEACH, STEWART, ALLEN	MANAGING MEMBER	C	yes	07/2011	Mar 23, 2012	Oct 19, 2021
HYLTON, JONATHAN, NMN	MANAGING MEMBER	C	yes	07/2011	Mar 23, 2012	Oct 19, 2021
MORCOS, MICHAEL, JACOB	MANAGING MEMBER	C	yes	07/2011	Mar 23, 2012	Oct 19, 2021
SADZEWICZ, GERY, JOSEPH	CHIEF COMPLIANCE OFFICER	Na	no	04/2011	Mar 23, 2012	Oct 19, 2021

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
ST. CHARLES	IL	United States	2	no
ST. CHARLES	IL	United States	2	no

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
2020	Mar 3, 2021	$592M	$502M	9	7	2	n/a	n/a
2019	Mar 11, 2020	$481M	$406M	9	7	2	n/a	n/a
2018	Mar 19, 2019	$407M	$331M	9	7	3	n/a	n/a
2017	Mar 23, 2018	$390M	$316M	9	7	3	n/a	n/a
2016	Mar 30, 2017	$320M	$280M	5	4	n/a	n/a	n/a
2015	Mar 25, 2016	$253M	$222M	5	4	n/a	n/a	n/a
2014	Mar 31, 2015	$229M	$205M	5	4	n/a	n/a	n/a
2013	Mar 31, 2014	$180M	$167M	6	6	n/a	n/a	n/a
2012	Mar 26, 2013	$117M	$112M	4	4	n/a	n/a	n/a
2011	Mar 23, 2012	$92.5M	$92.5M	n/a	n/a	n/a	n/a	n/a

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
2020	$592M	$481M	23.0%	$390M	14.9%	9	9	2	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
HIGHTOWER ADVISORS, LLC	2	Feb 15, 2022	Jan 4, 2022	AURORA, IL	Team lift out	RIA to ibd	25.0%
HIGHTOWER ADVISORS, LLC	12	Dec 31, 2016	Jan 4, 2022	AURORA, IL	Firm absorbed	Other	85.7%

Relationships

Owns (1)

← SADZEWICZ, GERY, JOSEPHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 23, 2012 to presentfactForm ADV

Controls (3)

← BEACH, STEWART, ALLENOwnerMANAGING MEMBER, ownership code C, individual
Mar 23, 2012 to presentfactForm ADV
← MORCOS, MICHAEL, JACOBOwnerMANAGING MEMBER, ownership code C, individual
Mar 23, 2012 to presentfactForm ADV
← HYLTON, JONATHAN, NMNOwnerMANAGING MEMBER, ownership code C, individual
Mar 23, 2012 to presentfactForm ADV

Registered with (9)

← dayle james maloneAdvisorregistration: previous registration
Jan 9, 2015 to Feb 15, 2022factForm ADV
← STEWART ALLEN BEACHAdvisorregistration: previous registration
Jul 19, 2011 to Feb 15, 2022factForm ADV
← MICHAEL JACOB MORCOSAdvisorregistration: previous registration
Jul 19, 2011 to Feb 15, 2022factForm ADV
← JONATHAN HYLTONAdvisorregistration: previous registration
Jul 19, 2011 to Feb 15, 2022factForm ADV
← NICHOLAS A LATKOAdvisorregistration: previous registration
Jul 19, 2011 to Feb 15, 2022factForm ADV
← ERICA LEE WIGGINSAdvisorregistration: previous registration
Jan 23, 2019 to Feb 15, 2022factForm ADV
← GREGORY DEAN GREGORYAdvisorregistration: previous registration
Dec 2, 2013 to Feb 15, 2022factForm ADV
← WILLIAM GREGORYAdvisorregistration: previous registration
Apr 27, 2021 to Feb 15, 2022factForm ADV
← GERY JOSEPH SADZEWICZAdvisorregistration: previous registration
Apr 26, 2011 to Dec 31, 2016factForm ADV

Moved with (1)

→ HIGHTOWER ADVISORS, LLCRegistered adviser12 advisors, firm absorbed, same day
Dec 31, 2016 to Jan 4, 2022factForm ADV

Dated events

Occurred
Feb 15, 2022
Team lift-out
2 advisors left Clear Perspective Advisors, LLC (Aurora, IL) for Hightower Advisors, LLC on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Feb 15, 2022
Advisor changed firm
Erica Lee Wiggins left Clear Perspective Advisors, Llc for Hightower Advisors, Llc (registered 2022-01-04)
Form ADVobserved 5 days ago
Occurred
Feb 15, 2022
Advisor changed firm
William Gregory left Clear Perspective Advisors, Llc for Hightower Advisors, Llc (registered 2022-01-04)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:59655d02-b634-145d-1f24-c3345207c616
First observed: Mar 23, 2012
Last observed: Oct 19, 2021 59 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 PERSPECTIVE ADVISORS, LLC

CRD 157447

AURORA, IL

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:59655d02-b634-145d-1f24-c3345207c616

Data as of Oct 19, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:08 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BEACH, STEWART, ALLEN

MANAGING MEMBER

yes

07/2011

Mar 23, 2012

Oct 19, 2021

HYLTON, JONATHAN, NMN

MANAGING MEMBER

yes

07/2011

Mar 23, 2012

Oct 19, 2021

MORCOS, MICHAEL, JACOB

MANAGING MEMBER

yes

07/2011

Mar 23, 2012

Oct 19, 2021

SADZEWICZ, GERY, JOSEPH

CHIEF COMPLIANCE OFFICER

04/2011

Mar 23, 2012

Oct 19, 2021

City

State

Country

Employees

Also broker-dealer

ST. CHARLES

United States

ST. CHARLES

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 3, 2021

$592M

$502M

n/a

2019

Mar 11, 2020

$481M

$406M

n/a

2018

Mar 19, 2019

$407M

$331M

n/a

2017

Mar 23, 2018

$390M

$316M

n/a

2016

Mar 30, 2017

$320M

$280M

n/a

2015

Mar 25, 2016

$253M

$222M

n/a

2014

Mar 31, 2015

$229M

$205M

n/a

2013

Mar 31, 2014

$180M

$167M

n/a

2012

Mar 26, 2013

$117M

$112M

n/a

2011

Mar 23, 2012

$92.5M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$592M

$481M

23.0%

$390M

14.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

HIGHTOWER ADVISORS, LLC

Feb 15, 2022

Jan 4, 2022

AURORA, IL

Team lift out

RIA to ibd

25.0%

HIGHTOWER ADVISORS, LLC

Dec 31, 2016

Jan 4, 2022

AURORA, IL

Firm absorbed

Other

85.7%