Hunter J Sims
Investment adviser representative at Clearwater Capital Partners
11 yearsExperience
1 stateRegistered in
$1.7BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Clearwater Capital PartnersMar 2021 to now
- University of Cambridge Cambridge Centre for Alternative FinanceMay 2019 to now
- University of CambridgeSep 2018 to Sep 2020
- Urwego Bank (hope International)Sep 2017 to Aug 2018
- PNC BankNov 2016 to Aug 2017
- First Merchants BankJun 2015 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
Clearwater Capital Partners
Legal name: Clearwater Capital Advisors, LLC
$1.7BAssets managed
1,041Clients
15Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7308968
- Firm CRD
- 139886