Institutional
    SEC Registered

    Clearwater Management Co., Inc.

    Registered investment advisor · St Paul, Minnesota · CRD #105307

    Assets Under Management
    $4.7B
    Client Accounts
    13
    Employees
    1
    CRD Number
    105307
    Registration
    SEC Registered

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

    About Clearwater Management Co., Inc.

    Fee-only, CFA, financial advisor, no complaints

    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 Management Co., Inc.

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    Frequently Asked Questions

    What is Clearwater Management Co., Inc.'s AUM?

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

    Where is Clearwater Management Co., Inc. headquartered?

    Clearwater Management Co., Inc. is headquartered in St Paul, Minnesota.

    What is Clearwater Management Co., Inc.'s CRD number?

    Clearwater Management Co., Inc.'s CRD number is 105307. 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 Management Co., Inc. manage?

    Clearwater Management Co., Inc. manages approximately 13 client accounts according to its latest SEC filing.

    Is Clearwater Management Co., Inc. SEC registered?

    Yes, Clearwater Management Co., Inc. is registered with the SEC as an investment adviser with an approved registration status.

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