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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- 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.
Team overview
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Custodian
Investment Themes
Investment Vehicles
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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