# CLEARWATER ADVISORS, LLC

CLEARWATER ADVISORS, LLC of BOISE, ID is an SEC-registered investment adviser.

## Registration

- CRD: 116865
- Type: SEC-registered investment adviser
- SEC file number: 801-60686
- Location: 101 S. CAPITOL BLVD, SUITE 1201, BOISE, ID, 83702
- Phone: 208-433-1222
- Latest filing: 2026-05-07
- Regulatory AUM: $4.7B
- Discretionary AUM: $3.9B
- Non-discretionary AUM: $727.4M
- Clients: 9
- Accounts: 84

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Other

## Officers, owners & control persons (23)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Bates | CHIEF EXECUTIVE OFFICER; MEMBER | North Vernon, IN |
| Hayley Nicole Nelson | CHIEF COMPLIANCE OFFICER | — |
| C David Dunn | MANAGER | — |
| Rhet Nmn Hulbert | MEMBER | — |
| Michael Kenneth Boren | MEMBER | — |
| David R Boren | MEMBER | — |
| Douglas K Bates | MEMBER | — |
| BATES DOUGLAS K | ADVISORY BOARD; CHIEF FINANCIAL OFFICER; MEMBER | — |
| BOREN DAVID ROBERT | MEMBER | — |
| BOREN MICHAEL KENNETH | ADVISORY BOARD; CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER (+2 more) | — |
| GROWNEY CHRISTOPHER JAMES | DIRECTOR OF SALES AND MARKETING; MEMBER | — |
| DUNN C DAVID | MANAGER | — |
| DUNN JAMES TIMOTHY | ADVISORY BOARD; CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER (+1 more) | — |
| BARTLETT JAMES | MEMBER | — |
| BOREN DAVID | CHIEF INVESTMENT OFFICER; MEMBER | — |
| PFISTER BRITTANY LEE | CHIEF COMPLIANCE OFFICER | — |
| RICHARDSON DAVID WAYNE | MEMBER | — |
| HULBERT RHET | MEMBER | — |
| BOREN DAVID R | ADVISORY BOARD; CHIEF INVESTMENT OFFICER; MEMBER | — |
| HULBERT RHET NMN | MEMBER | — |
| BRECHBUHLER CHRISTOPHER ALAN | MEMBER | — |
| Bates Daniel | CHIEF EXECUTIVE OFFICER; MEMBER | — |
| NELSON HAYLEY NICOLE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/116865/brochure
- Similar advisers: https://search.stillhousedata.com/firm/116865/similar
- Related entities: https://search.stillhousedata.com/firm/116865/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/116865

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.