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.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$803MItem 5.F on the latest filing (2026-02-05); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$803M

Private client RAUM

$802MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$161Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

2,064

Individual clients

149

High net worth clients

227

Custody, client assets

$247M

SEC number

801-134060

CRD

337595

Filings on the tape

3

First filed

Aug 15, 2025

Latest filed

Feb 5, 2026

Organised

Limited Liability Company, DE

• Occurred

  Aug 14, 2025
  Team lift-out

  2 advisors left Steward Partners Investment Advisory, LLC (Houston, TX) for Clear Trail Advisors, LLC a day apart

  Form ADVobserved 5 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ff34bf07-eb82-bb6c-f1ca-3b65f4417555

First observed

Aug 15, 2025

Last observed

Feb 5, 2026 7 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.