DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Former SEC-registered adviser
Clear Harbor Wealth Management
Legal name Clear Harbor Wealth Management LLC
Latest filing Aug 23, 2026
First filing on the tape Aug 23, 2026 · 1 filings
RAUM
$69.7M
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
99%
$69.2M individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Aug 23, 2026; every figure names its basis
- RAUM per advisor
- $23.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 31derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.4MderivedHNW RAUM over HNW clients
- Average account
- $292,725derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $69.7M, 94 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$45.5M65%
- Individuals$23.7M34%
- Pooled investment vehicles$454,4750.7%
- Individual clients
- 74reported
- HNW clients
- 19reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 238reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- $69.7M for 94 clientsreported
- Compensation
- % of AUM, hourly, performancereported
- Class basis
- on the IAPD state feed, not SEC-registeredderived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Dustin Wayne Terry | Destin, Fl | Feb 24, 2021 | 18 y | 7 |
| Gerald Lee Skalsky | Destin, Fl | Aug 22, 2022 | 19 y | 2 |
| Nicholas David Carman | Destin, Fl | Jun 25, 2026 | 11 y | 0 |
Advisor movement
Left, latest
- Justin Tate to Northwestern Mutual Investment Services,LLCOct 20, 2021 · Other
Joined, latest
- Gerald Lee Skalsky from Thrivent Advisor Network, LLCAug 22, 2022 · Affiliated broker-dealer or bank to a state-registered adviser
- Justin Tate from Wealthtrust Asset Management, LLCJul 28, 2021 · RIA to a state-registered adviser
- Dustin Wayne Terry from Center Street Advisors, Inc.Feb 24, 2021 · RIA to a state-registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Destin, Fl · principal | 3 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
One filing, no change to show.
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/clear-harbor-wealth-managementreportedpublic record, Form ADV, Sep 17, 2026
- Website
- clearharborwealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (850) 687-3384reportedpublic record, Form ADV, Aug 23, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- STATE REGISTEREDderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 15, 2026