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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-11-2018
- Office Locations
- 1
Office Locations
About Clear SKY Financial, LP
Clear Sky Financial, LP is an RIA focused on deeply personalized “life management” planning for families and retirees, aligning finances to clients’ values and long-term goals. Services emphasized include financial and investment planning, retirement cash-flow planning, insurance review, tax and estate-planning strategy coordination, and guidance for business owners/entrepreneurs. Based in Prosper, TX, the firm commonly custodies through Charles Schwab and LPL Financial.
Reported data analysis
What the numbers show
Between March 27, 2025 and March 30, 2026, reported AUM increased 13.4%, from $124.0M to $140.6M.
Across 5 reported observations, AUM increased 20.9% between August 26, 2022 and March 30, 2026, from $116.2M to $140.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 126 clients, or 42 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 30, 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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The full Clear SKY Financial, LP record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANDREW LOUIS HICKEY
Chief Compliance Officer, Financial Advisor, Limited Partner
- CRD
- #3021408
- Ownership
- 25% but less than 50%
JOHN WESLEY PAULSON
Investment Advisor, Limited Partner
- CRD
- #2908933
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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No contact records available.
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $140,560,725 | $471,680 |
| Non-Discretionary | $0 | -- |
| Total | $140,560,725 | $471,680 |
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Separately Managed Accounts
SMA allocation detail is available
Clear SKY Financial, LP has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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