Institutional
    SEC Registered

    Clearwater Advisors, LLC

    Registered investment advisor · Boise, Idaho · CRD #116865

    Assets Under Management
    $4.7B
    Client Accounts
    84
    Employees
    9
    CRD Number
    116865
    Registration
    SEC Registered
    Custodian
    U.s. Bancorp Investments, Inc., Bny Mellon Capital Markets, Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Clearwater Advisors, LLC

    Clearwater Advisors was founded by treasury and investment professionals who understand treasury needs and who have a unique perspective and understanding of risk. We combine innovative, tailored investment management with complete portfolio transparency. Launched in 2001 and headquartered in Boise, Idaho, Clearwater Advisors helps clients manage over $7 billion while providing an industry-leading level of exceptional service and manager access.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Clearwater Advisors, LLC

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    Frequently Asked Questions

    What is Clearwater Advisors, LLC's AUM?

    Clearwater Advisors, LLC reports approximately $4.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Clearwater Advisors, LLC headquartered?

    Clearwater Advisors, LLC is headquartered in Boise, Idaho.

    What is Clearwater Advisors, LLC's CRD number?

    Clearwater Advisors, LLC's CRD number is 116865. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Clearwater Advisors, LLC manage?

    Clearwater Advisors, LLC manages approximately 84 client accounts according to its latest SEC filing.

    Is Clearwater Advisors, LLC SEC registered?

    Yes, Clearwater Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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