SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Clearwell Group
Tampa, FL
Clearwell Advisors, LLC, CRD 306186
Firm filing updated April 1, 2026 ·
- $413.5MAssets
- 6Advisory staff
- 57Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals29
- Pooled vehicles23
- Individuals8
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 8 | $997,465 |
| High net worth individuals | 29 | $219.7 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 23 | $169.7 million |
| Charitable organizations | Fewer than 5 clients | $23.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 6 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Other: "REAL ESTATE DEAL SOURCING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Other: "REAL ESTATE DEAL SOURCING"
Assets and accounts
- Regulatory assets$413.5 million
- Accounts57
- Discretionary$413.4 million · 56 accounts
- Non-discretionary$126,837 · 1 accounts
People
- Employees9
- Advisory staff6
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients11 to 25
Registration details
- Legal name: Clearwell Advisors, LLC SEC-registered investment advisor. CRD 306186, SEC file 801-130085.
- Registered with the SEC as an investment advisor (status date on record: April 26, 2024).
Is Clearwell Group a fiduciary?
Short answer: Clearwell Group is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.