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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CLEAR BROOK ADVISORS, INC.

CRD 132045

BOSTON, MA

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:f23cc0d8-cedf-3944-0395-b892a71691ca

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Feb 16, 2012 to Mar 30, 2026
30 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: independent wealth managerderivedprivate_client_share=0.64 fund_share=0.27 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $818MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $30.7M
Private client RAUM: $520MderivedItem 5.D individuals plus high net worth individuals
Private client share: 64%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $204Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 27
High net worth clients: 20
Custody, client assets: $30.7M
SEC number: 801-66918
CRD: 132045
Filings on the tape: 30
First filed: Feb 16, 2012
Latest filed: Mar 30, 2026
Organised: Corporation, NY
Website: clearbrookadvisors.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
ALEXANDER ADAIR MUNNELL	n/a	BOSTON, MA	9	12	n/a	no
C. KENNETH STRACHAN	n/a	BOSTON, MA	7	22	n/a	no
Colby Snyder	n/a	BOSTON, MA	7	12	n/a	no
Ryan Michael Landgraf	n/a	Boston, MA	3	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
WAGNER, HENRY, WHITNEY	PRESIDENT / CHIEF EXECUTIVE OFFICE	E	yes	08/2001	Feb 16, 2012	Mar 28, 2024
STRACHAN, C., KENNETH	CHIEF COMPLIANCE OFFICER	Na	no	03/2019	Mar 27, 2019	Mar 28, 2024

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 30, 2026	$818M	$30.7M	6	4	0	n/a	n/a
2024	Mar 21, 2025	$867M	$25.9M	7	4	0	n/a	n/a
2023	Mar 28, 2024	$941M	$28.3M	7	5	0	n/a	n/a
2022	Mar 24, 2023	$854M	$27.5M	7	5	0	n/a	n/a
2021	Mar 25, 2022	$854M	$29.8M	6	4	0	n/a	n/a
2020	Mar 29, 2021	$839M	$28.6M	4	4	0	n/a	n/a
2019	Mar 27, 2020	$768M	$38.0M	4	4	0	n/a	n/a
2018	Mar 27, 2019	$27.0M	$27.0M	4	4	0	n/a	n/a
2017	Mar 26, 2018	$589M	$0	6	5	1	n/a	n/a
2016	Mar 29, 2017	$647M	$0	6	5	n/a	n/a	n/a
2015	Mar 24, 2016	$1.2B	$0	5	4	n/a	n/a	n/a
2014	Mar 17, 2015	$1.3B	$28.8M	5	4	n/a	n/a	n/a
2013	Mar 26, 2014	$1.1B	$17.8M	5	4	n/a	n/a	n/a
2012	Mar 22, 2013	$1.0B	$17.7M	5	4	n/a	n/a	n/a
2011	Feb 16, 2012	$931M	$31.0M	n/a	n/a	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	$818M	$867M	-5.7%	$854M	-1.4%	6	7	0	0

Relationships

Registered with (5)

← Ryan Michael LandgrafAdvisorregistration: current employment
Mar 27, 2023 to presentfactForm ADV
← Colby SnyderAdvisorregistration: current employment
Jul 16, 2019 to presentfactForm ADV
← C. KENNETH STRACHANAdvisorregistration: current employment
Nov 14, 2018 to presentfactForm ADV
← ALEXANDER ADAIR MUNNELLAdvisorregistration: current employment
Oct 25, 2016 to presentfactForm ADV
← Radoslava KarastoyanovaAdvisorregistration: previous registration
Feb 7, 2011 to Dec 31, 2012factForm ADV

Controls (1)

← WAGNER, HENRY, WHITNEYOwnerPRESIDENT / CHIEF EXECUTIVE OFFICE, ownership code E, individual
Feb 16, 2012 to Mar 28, 2024factForm ADV

Owns (1)

← STRACHAN, C., KENNETHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 27, 2019 to Mar 28, 2024factForm ADV

Dated events

Occurred
Jan 11, 2019
Regulatory AUM changed
Clear Brook Advisors, Inc. reported RAUM $22.0M, down 96% from $588.6M (2018-03-26 to 2019-01-11)
Form ADVobserved 4 days ago
$-567M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f23cc0d8-cedf-3944-0395-b892a71691ca
First observed: Feb 16, 2012
Last observed: Mar 30, 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 BROOK ADVISORS, INC.

CRD 132045

BOSTON, MA

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:f23cc0d8-cedf-3944-0395-b892a71691ca

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:50 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ALEXANDER ADAIR MUNNELL

n/a

BOSTON, MA

n/a

C. KENNETH STRACHAN

n/a

BOSTON, MA

n/a

Colby Snyder

n/a

BOSTON, MA

n/a

Ryan Michael Landgraf

n/a

Boston, MA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WAGNER, HENRY, WHITNEY

PRESIDENT / CHIEF EXECUTIVE OFFICE

yes

08/2001

Feb 16, 2012

Mar 28, 2024

STRACHAN, C., KENNETH

CHIEF COMPLIANCE OFFICER

03/2019

Mar 27, 2019

Mar 28, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$818M

$30.7M

n/a

2024

Mar 21, 2025

$867M

$25.9M

n/a

2023

Mar 28, 2024

$941M

$28.3M

n/a

2022

Mar 24, 2023

$854M

$27.5M

n/a

2021

Mar 25, 2022

$854M

$29.8M

n/a

2020

Mar 29, 2021

$839M

$28.6M

n/a

2019

Mar 27, 2020

$768M

$38.0M

n/a

2018

Mar 27, 2019

$27.0M

n/a

2017

Mar 26, 2018

$589M

n/a

2016

Mar 29, 2017

$647M

n/a

2015

Mar 24, 2016

$1.2B

n/a

2014

Mar 17, 2015

$1.3B

$28.8M

n/a

2013

Mar 26, 2014

$1.1B

$17.8M

n/a

2012

Mar 22, 2013

$1.0B

$17.7M

n/a

2011

Feb 16, 2012

$931M

$31.0M

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

$818M

$867M

-5.7%

$854M

-1.4%