C
ClearPath Investment, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
ClearPath Investment, LLC provides discretionary asset management services intended for advisory accounts and pooled or institutional arrangements rather than a large retail client base; the firm currently operates with a single advisory professional and reports no individual client accounts. Services include portfolio construction, asset allocation, trade execution, and monitoring, and clients may impose written restrictions on investing in particular securities or types of securities.
The firm’s investment process combines fundamental and technical analysis with Modern Portfolio Theory and may include options strategies, with account reviews performed at least quarterly by its compliance officer. ClearPath routinely acts with full discretionary authority and may subscribe client accounts to model portfolios available through its custodial platform to implement investment strategies.
What is distinctive about ClearPath relative to many peers is its explicit practice of selecting and appointing sub‑advisors to manage all or portions of client assets — including the authority to hire, terminate, and have those sub‑advisors execute trades without prior client consent — and its disclosure that sub‑advisor fees are included within the firm’s stated advisory fee. The firm also does not vote client proxies, leaving proxy voting to clients unless assistance is requested.
Client services
Portfolio management
Selection of other advisers
Portfolio consulting
Expertise
Active portfolio management
Fee options
1.25% annually
Main office location
ClearPath Investment, LLC
Las Vegas NV, United States
Number of offices
1
Most active in
ClearPath Investment, LLC has reported serving >5 clients in these states in the last 12 months.
Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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