C
CRD: 292667
Clear Retirement Advice LLC
$153.4M Total AUM
$153.4M Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
8 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Value legacy
- Established Date
- 03-12-2018
- Office Locations
- 1
Office Locations
1900 S Norfolk ST, Suite 350 SAN Mateo CA
About Clear Retirement Advice LLC
Clear Retirement Advice is a boutique RIA providing investing, tax-reduction strategies, and retirement planning exclusively for people over 50. The firm builds client portfolios primarily with public funds and ETFs using an asset-allocation approach and can custody accounts at Charles Schwab. Distinctive for distribution teams: a straightforward flat annual fee of $6,200 for a complete solution.
Team overview
58 AVG AGE
$153.4M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
8.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Asset Classes
Unison Signal Vertex delta
Investment Themes
North focus Atlas harbor Momentum
Investment Vehicles
Timber vertex
Services
Ridge Alpha quantum Atlas timber Prime capital Legacy harbor
Technology
Frontier
Owner & Executives
JAMES MARSHALL SCHWARZ
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #1170765
- Ownership
- 75% or more
(498) 557-3445
element.catalyst@oakcapital.com
in linkedin.com/in/radial-momentum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $153,400,000 | $703,670 |
| Non-Discretionary | $0 | -- |
| Total | $153,400,000 | $703,670 |
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Separately Managed Accounts
Total SMA Asset: $153,400,000
Public Funds:
31.0% Equity - Exchange:
14.2% Cash:
54.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $288,912,725 | 31.0% |
| Equity - Exchange | $132,340,668 | 14.2% |
| Cash | $510,723,140 | 54.8% |
| Total | $931,976,533 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME RIDGE BRIDGE | NORTH OAK | QIEX1L56D | MKOGF | 12.12% | $98,518,778 |
| ZENITH NORTH | NORTH PEAK | YNACL5NXQ | JHP | 0.70% | $6,432,137 |
| RIDGE ZENITH ZENITH | ZENITH DELTA | MDUY8SV5H | HXT | 6.19% | $24,790,007 |
| TIMBER ATLAS | ATLAS WAVE | 3FVWX3R4G | KZYTQ | 3.68% | $86,592,502 |
| VALUE PIONEER | DELTA UNISON | MWDW48172 | XETHZ | 9.11% | $111,805,093 |
| RIDGE FOCUS PRIME | BRIDGE FUSION | 0CL4AOZ3O | FOR | 5.44% | $42,208,212 |
| EAGLE UNISON | CREST NORTH | HETM3KRP8 | GUU | 1.50% | $1,855,842 |
| VERTEX SIGNAL SUMMIT | PATHWAY CAPITAL | RMPPBKHWH | IQDGM | 9.81% | $80,189,095 |