$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
9 yrs Firm Age
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- Custodian
- Interactive Brokers · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-08-2017
- Office Locations
- 1
Office Locations
-- Round Rock TX
About Cleverinvesting LLC
CleverInvesting LLC is a Texas-based RIA serving retail investors (including entrepreneurs) with publicly available investment research and fee-based portfolio management. The firm uses a fundamentals-driven value approach, running focused portfolios built around a few best ideas and evaluated over a 5–10 year horizon. Custody includes Interactive Brokers.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
$125.0K AVG AUM / CLIENT
9.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
B
Brock Adam Erwin
Chief Executive Officer, Investment Advisor Representative
- CRD
- #6721668
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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