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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-01-2017
- Office Locations
- 1
Office Locations
About Clear Skies Financial
Clear Skies Financial is a fee-only fiduciary RIA offering integrated wealth management: evidence-based investment management with risk management and rebalancing, tax strategy and planning, retirement/cash-flow planning (including RSUs), and estate/protection coordination with outside professionals. The firm emphasizes tax-aware portfolio design and transparent pricing, custodies with Charles Schwab, and primarily uses ETFs and public funds.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 47 clients, or 23.5 clients per representative. That equates to $510.6K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Clear Skies Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JONATHAN HOLIDAY GEIB
Founder, Managing Member
- CRD
- #5896011
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Nicholas Harris
--
- CRD
- #8210422
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Clear Skies Financial has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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