CRD: 172685
Clear Investment Research, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · State Street
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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Investment Themes
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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
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- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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