Clear Brook Advisors, Inc.
- Regulatory AUM
- $818M
- Discretionary
- $30.7M
- Clients
- 27
- Avg AUM / client
- $30.3M
- Accounts
- 27
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 20 | $520M | 63.6% |
| Pooled investment vehicles (non-investment companies) | 2 | $63.7M | 7.79% |
| Other investment advisers | 4 | $153M | 18.8% |
| Corporations and other businesses | 1 | $80.7M | 9.87% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wagner, Henry, Whitney | President / Chief Executive Office | Aug 2001 (25y) | 75% or more | |
| C. Kenneth Strachan | Chief Compliance Officer | Nov 2018 (8y) | Less than 5% | |
| Alexander Adair Munnell | Registered representative | Oct 2016 (10y) | ||
| Colby Snyder | Registered representative | Jul 2019 (7y) | ||
| Ryan Michael Landgraf | Registered representative | Mar 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 973 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Other fees
- • PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- J.P. Morgan $28.0M (3% of AUM) Mar 2026
- Merrill Lynch $2.7M (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗