Clear Trail Advisors, Llc
- Regulatory AUM
- $803M
- Discretionary
- $803M
- Clients
- 376
- Avg AUM / client
- $2.1M
- Accounts
- 2,064
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 149 | $72.8M | 9.06% |
| High net worth individuals | 227 | $730M | 90.8% |
| Charitable organizations | Fewer than 5 clients | $770K | 0.1% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Stephen Kerns | Registered representative | CFP | Aug 2025 (1y) | |
| Matthew William Price | Registered representative | CFP | Aug 2025 (1y) | |
| Randolph Robin Price | Registered representative | CFP | Aug 2025 (1y) | |
| Skyler Lee Seidman | Registered representative | Aug 2025 (1y) | ||
| Jennifer Anne Norris | Registered representative | Jan 2026 (1y) |
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) | 02/05/2026 | 1010 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
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $803M (100% of AUM) Feb 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: Feb 05, 2026.
View current Form ADV (SEC/IAPD) ↗