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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2006
- Office Locations
- 1
Office Locations
About Clearwater Capital Partners
Clearwater Capital Partners (CCP Wealth) is an Illinois-based independent wealth manager serving entrepreneurs, executives, inheritors, and high-net-worth families, as well as nonprofits and family offices. The firm provides integrated financial planning and investment management for liquidity events, business succession, estate settlement, retirement plan strategy, and philanthropy. Portfolios use open-architecture solutions across public markets and select alternatives, with custody support including Charles Schwab. Team credentials include CFP, CFA, CIMA, and CPA.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN WILLIAM SLEETING
CHIEF OPERATING OFFICER, Executive Partner
- CRD
- #5649371
- Ownership
- 5% but less than 10%
JOHN EDWARD CHAPMAN
Chief Executive Officer
- CRD
- #1272721
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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TYLER JAMES BEACHLER
Deputy Chief Investment Strategist, Managing Partner, Portfolio Management
- CRD
- #5929206
KEVIN G CARANI
Advisor
- CRD
- #6434005
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,420,826,889 | $522,171 |
| Non-Discretionary | $260,474,311 | $3,617,699 |
| Total | $1,681,301,200 | $601,970 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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