# CLEARLOGIC FINANCIAL, INC.

CLEARLOGIC FINANCIAL, INC. of RESTON, VA is an SEC-registered investment adviser.

## Registration

- CRD: 133114
- Type: SEC-registered investment adviser
- SEC file number: 801-63619
- Location: 11107 SUNSET HILLS ROAD, SUITE 220, RESTON, VA, 20190
- Phone: 703-476-3521
- Latest filing: 2024-02-05
- Regulatory AUM: $425.2M
- Discretionary AUM: $383.5M
- Non-discretionary AUM: $41.7M
- Clients: 8
- Accounts: 930

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| TICKNOR JOEL DAVID | CHAIRMAN; CHIEF COMPLIANCE OFFICER | — |
| ATHERTON SAMUEL MARK | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND PRESIDENT; PRESIDENT (+2 more) | — |
| ATHERTON DOROTHY CONNOR | OFFICER | — |
| ATHERTON MARK GEORGE | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| LOSER KEVIN BRUCE | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | — |
| LOZER KEVIN BRUCE | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER; PRINCIPAL | — |
| MURPHY STEPHANIE SCREEN | CHIEF COMPLIANCE OFFICER; FINANCIAL PLANNER, DIRECTOR OF OPERATIONS & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133114/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133114/similar
- Related entities: https://search.stillhousedata.com/firm/133114/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133114

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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.