Clare Market Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$619,150,000
Clients
225
Advisors
4
of 4 employees
About
Clare Market Investments provides discretionary investment management and wealth management services to individuals, high‑net‑worth clients, families, trusts, estates and business entities. As of January 2026 the firm reports approximately $635.15 million in discretionary assets under management across about 225 client relationships supported by a four‑person advisory team.
The firm generally follows a long‑term investment approach rooted in fundamental analysis and supplemented by technical and cyclical inputs, with ongoing monitoring and periodic rebalancing. Clare Market may, where appropriate and authorized by clients, employ options, margin, and limited short‑selling strategies, and may allocate portions of portfolios to unaffiliated money managers.
Clare Market typically bundles ongoing financial planning into a Comprehensive Wealth Management option rather than offering planning primarily on a standalone or hourly basis, with analyses maintained in planning software and updated periodically. The firm highlights use of research into publicly disclosed insider and activist shareholder transactions, manages a relatively large asset base for a four‑advisor team, and maintains an institutional relationship with its custodian that provides platform software, trading support and block‑trading access.
Client services
Expertise
Occupation focus
Fee options
Financial planning or consulting services may be charged on a fixed-fee basis in limited, non-ongoing arrangements.
Hourly fees may be charged for limited financial planning or consulting services under separate agreements.
Fee-only: In limited circumstances, financial planning or consulting services may be billed on an hourly, fixed-fee, or retainer basis.
Main office
2620 State Street
Dallas TX 75204
Advisors at this office
4
Most active in
California · Florida · Louisiana · Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Alan H
Series 66
Dallas, TX
Clare Market Investments, LLC
Alan Haworth is a financial advisor with Clare Market Investments, LLC in Dallas, TX, holding a Series 66 designation and 21 years of industry experience. Prior to joining Clare Market in 2018, he worked at Oppenheimer & Co. from 2011 to 2018. Outside of his advisory role, he owns a vinyl record store, Declassified Records LLC, and manages the development of a financial data application called Stalking Butler App. Clare Market Investments provides discretionary investment management, financial planning, and sub-advisor oversight for individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a primarily long-term investment approach grounded in fundamental analysis, managing approximately $556 million in assets across about 206 client relationships.
Priya I
Series 66
Dallas, TX
Clare Market Investments, LLC
Priya Intwala is a financial advisor at Clare Market Investments, LLC in Dallas, TX, with 14 years of industry experience. She holds a Series 66 designation and has worked at Clare Market since 2018, following a three-year tenure at Oppenheimer & Co. Inc. Clare Market Investments, LLC provides discretionary investment management and financial planning services for individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a primarily long-term investment approach grounded in fundamental analysis and manages approximately $556 million in discretionary assets across about 206 client relationships.
Deborah G
CFP®
Dallas, TX
Clare Market Investments, LLC
Deborah Good is a CFP® professional with 11 years of industry experience. She has been with Clare Market Investments, LLC since 2014. Clare Market Investments provides discretionary investment management, financial planning, and selection and oversight of unaffiliated sub-advisors for individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a primarily long-term investment approach based on fundamental analysis, supplemented by technical and cyclical inputs, and manages approximately $556 million in discretionary assets.
Keith R
Series 63, Series 65
Dallas, TX
Clare Market Investments, LLC
Keith Rhodus is a financial advisor with Clare Market Investments, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Clare Market Investments since 2015. Outside of advisory services, he is involved in insurance sales on a limited basis. Clare Market Investments provides discretionary investment management, financial planning, and oversight of unaffiliated sub-advisors for individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a primarily long-term investment approach based on fundamental analysis, supplemented by technical and cyclical inputs, managing approximately $556 million in discretionary assets.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")