Clearwell Advisors, Llc
- Regulatory AUM
- $414M
- Discretionary
- $413M
- Clients
- 60
- Avg AUM / client
- $6.9M
- Accounts
- 57
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8 | $997K | 0.24% |
| High net worth individuals | 29 | $220M | 53.1% |
| Pooled investment vehicles (non-investment companies) | 23 | $170M | 41.0% |
| Charitable organizations | Fewer than 5 clients | $23.1M | 5.6% |
Private funds (9)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $185M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Clearwell Environmental Partners | Private Equity Fund | Delaware | $84.6M | 24 |
| Clearwell Investment Partners A 1, Llc | Other Private Fund | Delaware | $22.1M | 4 |
| Clearwell Investment Partners Series C | Private Equity Fund | Delaware | $17.5M | 3 |
| Clearwell Investment Partners Series B 1 | Private Equity Fund | Delaware | $17.4M | 4 |
| Clearwell Investment Partners Series B | Private Equity Fund | Delaware | $17.4M | 4 |
| Clearwell Investment Partners Series B 2 | Private Equity Fund | Delaware | $8.0M | 4 |
| Clearwell Group Investors Ii | Private Equity Fund | Delaware | $7.4M | 6 |
| Clearwell Group Investors Iii | Private Equity Fund | Delaware | $6.5M | 7 |
| Clearwell Group Investors | Private Equity Fund | Delaware | $3.8M | 5 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Continental Na Automotive Union Pension Plan (Huntsville) Continental Automotive, Inc. | 2024 | |
| Continental Na Pension Plan Continental Automotive, Inc. | 2024 | |
| Pension Plan For Hourly Paid Employees Of Continental Automotive Inc. & Certain Affiliated Companies Continental Automotive, Inc. | 2024 | |
| Pension Plan For Salaried Employees Of Continental Automotive, Inc. & Certain Affiliated Companies Continental Automotive, Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Free, Douglas, James | Member | Sep 2019 (7y) | 75% or more | |
| Ryan Drew Cortner | Member | CFA | Sep 2019 (7y) | 10% – 25% |
| Daniel Capozzo | Chief Compliance Officer | CFA | Feb 2022 (5y) | Less than 5% |
Undisclosed: 0% – 15% 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.
Private funds (9, $185M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Clearwell Environmental Partners | Private Equity Fund | $84.6M | $1.0M | 24 |
| Clearwell Investment Partners A 1, Llc | Other Private Fund | $22.1M | $1.0M | 4 |
| Clearwell Investment Partners Series C | Private Equity Fund | $17.5M | $1.0M | 3 |
| Clearwell Investment Partners Series B 1 | Private Equity Fund | $17.4M | $1.0M | 4 |
| Clearwell Investment Partners Series B | Private Equity Fund | $17.4M | $1.0M | 4 |
| Clearwell Investment Partners Series B 2 | Private Equity Fund | $8.0M | $1.0M | 4 |
| Clearwell Group Investors Ii | Private Equity Fund | $7.4M | $1.0M | 6 |
| Clearwell Group Investors Iii | Private Equity Fund | $6.5M | $1.0M | 7 |
| Clearwell Group Investors | Private Equity Fund | $3.8M | $1.0M | 5 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Continental Na Automotive Union Pension Plan (Huntsville) | Continental Automotive, Inc. | 0 | $0 | 01/01/2024 |
| Continental Na Pension Plan | Continental Automotive, Inc. | 0 | $0 | 01/01/2024 |
| Pension Plan For Hourly Paid Employees Of Continental Automotive Inc. & Certain Affiliated Companies | Continental Automotive, Inc. | 0 | $0 | 01/01/2024 |
| Pension Plan For Salaried Employees Of Continental Automotive, Inc. & Certain Affiliated Companies | Continental Automotive, Inc. | 0 | $0 | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 4.5 MB | 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
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning 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
- Fidelity Brokerage Services $212M (51% of AUM) Apr 2026
- J.P. Morgan $41.6M (10% of AUM) Apr 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: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗