Clearrock Capital LLC is a large advisory firm based in Ketchum. It manages $442.57 million of regulatory assets for 907 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Colorado, Idaho, and 5 other states.
Clearrock Capital provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Clearrock Capital LLC is $442.57 million. The firm's AUM has grown by 392% since the beginning of its operation, and $6.93 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Clearrock Capital LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of James Raymond Everitt is high net worth individuals with 168 clients and $402.08 million of assets under management. Among the 11 most similar advisory firms, Clearrock Capital has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $442.57 million for 280 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Clearrock Capital doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 78 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
James Raymond Everitt has been acting as President since 1 Jun 2007. Mark Lawrence Eshman joined the executive team most recently as the Chairman/Managing Member.
The principal office where Clearrock Capital LLC performs its advisory services is located at 131 4 Th Street East Suite 320, Ketchum, ID 83340 The mailing address of the firm is P.O. Box 607, Ketchum, ID 83340. An additional office of the firm is in Boise, ID. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 208-726-8858 or by fax 208-726-8978. The normal business hours are 7am-5pm on Monday - Friday. You can find more information about the New York firm at clearrockcapital.com.