Investment adviser · CRD 139886
CLEARWATER CAPITAL PARTNERS
Investment adviser filing (IA)
CLEARWATER CAPITAL ADVISORS, LLC
HOFFMAN ESTATES, IL, United States · Form ADV filed May 11, 2026
- Regulatory AUM
- $1.68B Form ADV · Item 5.F
- Client accounts
- 2,793 Accounts, not individual clients
- Employees
- 23 Reported in this filing
- Advisory professionals
- 15 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 310 | $1,093,807,939 | 65.1% |
| Retirement plans | 96 | $286,621,977 | 17.0% |
| Individuals | 579 | $193,164,779 | 11.5% |
| Corporations & businesses | 29 | $57,673,880 | 3.4% |
| Charities | 27 | $50,032,625 | 3.0% |
| Banks & thrifts | Fewer than 5 | Not reported | Not reported |
| Government entities | Fewer than 5 | Not reported | Not reported |
| Other investment advisers | Fewer than 5 | Not reported | Not reported |
| Insurance companies | Fewer than 5 | Not reported | Not reported |
| Sovereign wealth & foreign institutions | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2104485 · May 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2800 WEST HIGGINS ROAD, SUITE 1025HOFFMAN ESTATES, IL, 60169, United States
CRD 139886
Filing source
Form ADV 2104485 · May 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.