CLEARWELL GROUP
SEC RegisteredBuilding a lasting legacy of significance and stewardship.
About the firm
At Clearwell Group, they facilitate strong family culture through investment management, estate planning, philanthropic advisory, and family business consulting. As a family office, they take pride in playing a role with client families and the many generations of their families in order to maximize the impact collectively and within communities.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, estate planning, philanthropic advisory, family business consulting, private equity, and investment programs.
Who they serve
Family clients, including multiple generations of family units.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 8 | $997k |
| High Net Worth Individuals | 29 | $220M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 23 | $170M |
| Charitable Organizations | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $10,000,000 | 1.00% |
| Above $10,000,000 | 0.60% |
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CLEARWELL GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.