CLEAR POINT ADVISORS, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $253.4M |
| Discretionary | $253.4M100% of AUM |
| Client Accounts | 418 |
| Avg Account Size | $606K |
| Employees | 4 |
| Peak AUM | $253.4MMar 2026 |
| AUM CAGR | +7.2% /yrover 25 yrs · 50 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $253M | +9.6% | +9.8% | +5.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $253.4M |
| Discretionary | $253.4M |
| Employees | 4 |
| Client Accounts | 418 |
| Client Range | 11-25 |
Contact & Location
Address
1 HUNTINGTON QUADRANGLE
MELVILLE NY 11747
Phone
631.333.2222
Filing History
50 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$253M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodySurprise Exam
Structure
No related registrations reported