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Clearwater Capital Advisors, LLC
Clearwater Capital Advisors, LLC (also known as Clearwater Capital Partners) is an SEC-registered investment adviser headquartered in Hoffman Estates, Illinois. The firm provides investment management and financial advisory services to retail investors, high net worth individuals, pension and profit sharing plans, and charitable organizations. Founded in 2010, Clearwater Capital Advisors combines portfolio management, wrap fee programs, and thematic strategies, supported by consulting and accounting services via affiliated entities. As of 2025, the firm employs 22 staff members, most of whom are dedicated to investment management, and serves over 2,600 client accounts.
Investment Strategy
Clearwater Capital Advisors offers discretionary and non-discretionary investment advisory services, including portfolio management, thematic exploration portfolios, and participant-managed strategies. The firm uses a client-centric approach, customizing portfolios to individual client goals and circumstances, continuously monitoring investments and alternative assets. Wrap fee programs and consulting services are also available, and the firm emphasizes ongoing account management and objective financial advice, with no custody of client assets through its accounting services. High net worth individuals and retirement plan participants form the core of their clientele, with most assets managed on a discretionary basis.
Latest 13F Filing Activity
Clearwater Capital Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 161 equity positions with a total 13F market value of $1B. The fund increased holdings in Ishares Inc., American Centy Etf TR, Wisdomtree TR among other positions. Clearwater Capital Advisors, LLC reduced exposure to Schwab Strategic TR, Ishares Inc., Wisdomtree TR among others.
Top Holdings
Equity Positions (161)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NEAR | ISHARES U S ETF TR | 12.17% | $133.2M | 2,607,464 | $49.97 | $51.10 | +$277.4K |
D DGRW | WISDOMTREE TR | 6.70% | $73.4M | 876,024 | $43.90 | $83.74 | +$4.1M |
L LRGF | ISHARES TR | 6.25% | $68.4M | 1,067,110 | $35.77 | $64.13 | +$7.0M |
I INTF | ISHARES TR | 5.77% | $63.1M | 1,843,707 | $26.13 | $34.23 | +$5.9M |
S SCHO | SCHWAB STRATEGIC TR | 5.48% | $60.0M | 2,461,950 | $24.12 | $24.38 | +$18.6K |
Industry Allocation
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