CLEAR TRACE, LLC

CLEAR TRACE, LLC is an SEC-registered investment adviser (CRD 144746). Regulatory assets under management: $21.9M.

Registration

• CRD: 144746
• Type: Registered investment adviser
• Phone: 502-234-2164
• Latest filing: 2026-02-02
• Regulatory AUM: $21.9M
• Discretionary AUM: $21.9M
• Clients: 1
• Accounts: 102

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144746 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search