$21.9M Total AUM
$21.9M Disc. AUM
-- 3Y CAGR
1 Employees
51 ADV. Clients
18 yrs Firm Age
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- Custodian
- Altruist · SSG · Truist Bank
- Clients
- Retail
- Platforms
- Bridge
- Established Date
- 08-08-2007
- Office Locations
- 1
Office Locations
-- Pewee Valley KY
About Clear Trace, LLC
Clear Trace, LLC is a Pewee Valley-based RIA. The firm has been operating for 18 years. Managing $21.9M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and SSG. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
63 AVG AGE
$21.9M AVG AUM / ADVISOR
$429.7K AVG AUM / CLIENT
18.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
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Asset Classes
Foundation crest
Client Personas
Vector vertex
Investment Themes
Bridge alpha Unison eagle Unison
Investment Vehicles
Pathway crest
Platform
Radial
Services
Summit pioneer Foundation Unison Capital element Quantum Summit Signal prime
Technology
Peak
Owner & Executives
E
EDWARD EVERETT NELSON IV
President
- CRD
- #4700569
- Ownership
- 75% or more
(374) 721-2446
fusion.glacier@foundationcapital.com
in linkedin.com/in/beacon-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,914,741 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,914,741 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,914,741
Equity - Exchange:
9.6% Cash:
20.9% U.S. Government/Agency:
34.5% Corporate - Investment Grade:
26.8% Municipal Bonds:
8.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $735,625,013 | 9.6% |
| Cash | $1,601,516,954 | 20.9% |
| U.S. Government/Agency | $2,643,652,389 | 34.5% |
| Corporate - Investment Grade | $2,053,619,827 | 26.8% |
| Municipal Bonds | $628,346,364 | 8.2% |
| Total | $7,662,760,547 | 100.0% |