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

CLEAR ROCK ADVISORS, LLC

CRD 282716

KERRVILLE, TX

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:a83eddef-fee7-9149-5877-a7f8abf8a345

Data as of May 13, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 8
On other graphs: 0
Observed: Jan 27, 2016 to May 13, 2024
27 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: $430MItem 5.F on the latest filing (2024-05-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $430M
Private client RAUM: $427MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 6
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 570
Individual clients: 67
High net worth clients: 145
SEC number: 801-107233
CRD: 282716
Filings on the tape: 27
First filed: Jan 27, 2016
Latest filed: May 13, 2024
Organised: Limited Liability Company, Texas

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
HALL, CHARLES, FERRELL	Member	C	yes	12/2015	Jan 27, 2016	May 13, 2024
MEDLIN, ROYCE, WESLEY	MEMBER AND CHIEF INVESTMENT OFFICER	C	yes	03/2016	Mar 3, 2016	May 13, 2024
SANDERS, WILLIAM, TENNYSON	MEMBER AND CHIEF COMPLIANCE OFFICER	C	yes	12/2015	Jan 27, 2016	May 13, 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
ROYCE ITSCHNER	n/a	n/a	n/a	N	no	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
Austin	TX	United States	1	no
Dallas	TX	United States	1	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
2023	Mar 5, 2024	$430M	$430M	7	6	2	n/a	n/a
2022	Mar 10, 2023	$400M	$400M	7	6	2	n/a	n/a
2021	Mar 22, 2022	$389M	$389M	7	6	2	n/a	n/a
2020	Mar 19, 2021	$292M	$292M	6	6	2	n/a	n/a
2019	Mar 30, 2020	$234M	$222M	4	4	2	n/a	n/a
2018	Mar 27, 2019	$187M	$187M	4	3	2	n/a	n/a
2017	Mar 21, 2018	$215M	$215M	4	3	1	n/a	n/a
2016	Mar 17, 2017	$196M	$196M	4	3	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
2023	$430M	$400M	7.6%	$292M	13.8%	7	7	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
TRUE NORTH ADVISORS, LLC	6	Sep 17, 2024	Sep 17, 2024	KERRVILLE, TX	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (3)

← SANDERS, WILLIAM, TENNYSONOwnerMEMBER AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Jan 27, 2016 to presentfactForm ADV
← MEDLIN, ROYCE, WESLEYOwnerMEMBER AND CHIEF INVESTMENT OFFICER, ownership code C, individual
Mar 3, 2016 to presentfactForm ADV
← HALL, CHARLES, FERRELLOwnerMEMBER, ownership code C, individual
Jan 27, 2016 to presentfactForm ADV

Moved with (1)

→ TRUE NORTH ADVISORS, LLCRegistered adviser6 advisors, firm absorbed, same day
Sep 17, 2024 to Sep 17, 2024factForm ADV

Registered with (6)

← WILLIAM TENNYSON SANDERSAdvisorregistration: previous registration
Feb 19, 2016 to Sep 17, 2024factForm ADV
← ROYCE GLENN ITSCHNERAdvisorregistration: previous registration
Nov 27, 2019 to Sep 17, 2024factForm ADV
← ROYCE WESLEY MEDLINAdvisorregistration: previous registration
Mar 3, 2016 to Sep 17, 2024factForm ADV
← COREY BRYANT LONGAdvisorregistration: previous registration
Dec 22, 2020 to Sep 17, 2024factForm ADV
← CHARLES FERRELL HALLAdvisorregistration: previous registration
Feb 19, 2016 to Sep 17, 2024factForm ADV
← Aaron Robert LangAdvisorregistration: previous registration
Aug 21, 2020 to Sep 17, 2024factForm ADV

Dated events

Occurred
Sep 17, 2024
Firm absorbed
Clear Rock Advisors, LLC's advisors moved to True North Advisors, LLC (Kerrville, TX): 6 of 6 registered, on the same day
Form ADVobserved 5 days ago
6 advisors
Occurred
Sep 17, 2024
Advisor changed firm
Aaron Robert Lang left Clear Rock Advisors, Llc for True North Advisors, Llc (registered 2024-09-17)
Form ADVobserved 5 days ago
Occurred
Sep 17, 2024
Advisor changed firm
William Tennyson Sanders left Clear Rock Advisors, Llc for True North Advisors, Llc (registered 2024-09-17)
Form ADVobserved 5 days ago
Occurred
Sep 17, 2024
Advisor changed firm
Charles Ferrell Hall left Clear Rock Advisors, Llc for True North Advisors, Llc (registered 2024-09-17)
Form ADVobserved 5 days ago
Occurred
Sep 17, 2024
Advisor changed firm
Royce Glenn Itschner left Clear Rock Advisors, Llc for True North Advisors, Llc (registered 2024-09-17)
Form ADVobserved 5 days ago
Occurred
Sep 17, 2024
Advisor changed firm
Royce Wesley Medlin left Clear Rock Advisors, Llc for True North Advisors, Llc (registered 2024-09-17)
Form ADVobserved 5 days ago
Occurred
Sep 17, 2024
Advisor changed firm
Corey Bryant Long left Clear Rock Advisors, Llc for True North Advisors, Llc (registered 2024-09-17)
Form ADVobserved 5 days ago
Occurred
Jan 27, 2016
First Form ADV filing
Clear Rock Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a83eddef-fee7-9149-5877-a7f8abf8a345
First observed: Jan 27, 2016
Last observed: May 13, 2024 28 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 ROCK ADVISORS, LLC

CRD 282716

KERRVILLE, TX

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:a83eddef-fee7-9149-5877-a7f8abf8a345

Data as of May 13, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:45 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HALL, CHARLES, FERRELL

Member

yes

12/2015

Jan 27, 2016

May 13, 2024

MEDLIN, ROYCE, WESLEY

MEMBER AND CHIEF INVESTMENT OFFICER

yes

03/2016

Mar 3, 2016

May 13, 2024

SANDERS, WILLIAM, TENNYSON

MEMBER AND CHIEF COMPLIANCE OFFICER

yes

12/2015

Jan 27, 2016

May 13, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ROYCE ITSCHNER

n/a

City

State

Country

Employees

Also broker-dealer

Austin

United States

Dallas

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 5, 2024

$430M

n/a

2022

Mar 10, 2023

$400M

n/a

2021

Mar 22, 2022

$389M

n/a

2020

Mar 19, 2021

$292M

n/a

2019

Mar 30, 2020

$234M

$222M

n/a

2018

Mar 27, 2019

$187M

n/a

2017

Mar 21, 2018

$215M

n/a

2016

Mar 17, 2017

$196M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$430M

$400M

7.6%

$292M

13.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

TRUE NORTH ADVISORS, LLC

Sep 17, 2024

KERRVILLE, TX

Firm absorbed

RIA to RIA

100.0%