CRD: 172685
Clear Investment Research, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · State Street
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-05-2014
- Office Locations
- 1
Office Locations
About Clear Investment Research, LLC
Clear Investment Research (CiR) is an SEC-registered, fee-only RIA providing financial planning and investment advisory services for individuals and families, as well as businesses with retirement plans, endowments, or foundations. The team applies institutional pension and defined contribution plan experience to portfolio construction with a focus on mitigating investment risk and meeting client goals. CiR operates as a fiduciary with no commissions and emphasizes a formal succession plan.
Reported data analysis
What the numbers show
Between March 21, 2025 and March 27, 2026, reported AUM decreased 10.1%, from $4.7B to $4.2B.
Across 5 reported observations, AUM decreased 36.3% between February 16, 2022 and March 27, 2026, from $6.6B to $4.2B.
Of the latest reported AUM, 6.0% is discretionary and 94.0% is non-discretionary.
The firm reports 3 advisory representatives and 134 clients, or 44.7 clients per representative. That equates to $31.3M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JOSEPH BRIAN JENNINGS
Chief Compliance Officer, PRINCIPAL
- CRD
- #2129130
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Cody Patrick Jennings
Investment Consultant
- CRD
- #6685094
TYLER ADAM JENNINGS
--
- CRD
- #6485656
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $250,079,788 | $1,000,319 |
| Non-Discretionary | $3,941,559,223 | $145,983,675 |
| Total | $4,191,639,011 | $15,132,271 |
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Separately Managed Accounts
SMA allocation detail is available
Clear Investment Research, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Clear Investment Research, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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