CRD: 115283
Clearwater Capital Management
Naples, FL
6128608489
$139.3M Total AUM
$128.9M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-14-2018
- Office Locations
- 1
Office Locations
-- Naples FL
About Clearwater Capital Management
Clearwater Capital Management is a Naples-based RIA. The firm has been operating for 8 years. Managing $139.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Portfolio Construction.
Team overview
-- AVG AGE
$139.3M AVG AUM / ADVISOR
$7.7M AVG AUM / CLIENT
8.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Capital
Client Personas
Zenith legacy
Investment Vehicles
Ember
Services
Oak Summit
Owner & Executives
R
RICHARD EDWARD STRUTHERS
Chairman, Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #871078
- Ownership
- 75% or more
(407) 604-3447
optima.momentum@zenithcapital.com
in linkedin.com/in/frontier-matrix
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,900,000 | $7,582,353 |
| Non-Discretionary | $10,400,000 | $10,400,000 |
| Total | $139,300,000 | $7,738,889 |
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Separately Managed Accounts
Total SMA Asset: $139,300,000
Equity - Exchange:
6.2% Cash:
26.0% Corporate - Investment Grade:
12.8% Municipal Bonds:
30.9% U.S. Government/Agency:
24.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $350,802,465 | 6.2% |
| Cash | $1,471,107,109 | 26.0% |
| Corporate - Investment Grade | $724,237,346 | 12.8% |
| Municipal Bonds | $1,748,354,219 | 30.9% |
| U.S. Government/Agency | $1,363,603,128 | 24.1% |
| Total | $5,658,104,267 | 100.0% |