CLEAR AND SIMPLE FINANCIAL GROUP LLC

CLEAR AND SIMPLE FINANCIAL GROUP LLC is an SEC-registered investment adviser (CRD 309957). Regulatory assets under management: $10.1M.

Registration

• CRD: 309957
• Type: Registered investment adviser
• Phone: 469-668-6258
• Latest filing: 2026-06-03
• Regulatory AUM: $10.1M
• Non-discretionary AUM: $10.1M
• Clients: 1
• Accounts: 47

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 309957 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search