$413.5M Total AUM
$413.4M Disc. AUM
-- 3Y CAGR
9 Employees
64 ADV. Clients
6 yrs Firm Age
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- Custodian
- Fidelity/NFS · First Republic Bank · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-2019
- Office Locations
- 1
Office Locations
610 W. DE Leon St. Tampa FL
About Clearwell Group
Clearwell Group is a Tampa-based family office serving multigenerational families with integrated investment management, estate planning, philanthropic advisory, and family business consulting. The firm runs a discretionary investment program spanning public markets and fixed income alongside alternative allocations such as private equity. Custody includes Fidelity/NFS.
Team overview
42 AVG AGE
$68.9M AVG AUM / ADVISOR
$6.5M AVG AUM / CLIENT
2.5 yrs AVG TENURE
9 Employees
6 Advisory Reps
3 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Geographic Focus
Available
Industry Interests
Available
Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
DOUGLAS JAMES FREE
--
- CRD
- --
- Ownership
- 75% or more
Available
Available
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Ryan Drew Cortner
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- CRD
- #7196948
- Ownership
- 10% but less than 25%
Available
Available
Available
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Ryan Drew Cortner
--
- CRD
- #7196948
Available
Available
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E
Emery Ellinger, IV
Vice President
- CRD
- --
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $413,386,660 | $7,381,905 |
| Non-Discretionary | $126,837 | $126,837 |
| Total | $413,513,497 | $7,254,623 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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