Clarion River Adventures, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Clarion River Adventures serves individuals and high‑net‑worth clients, including trusts, estates and retirement accounts, through a single‑advisor independent practice that manages $13 million in discretionary assets for 29 clients. The firm provides discretionary investment management alongside bundled financial planning and consulting, coordinating tax, estate, insurance and portfolio services with other professionals.
The advisor’s investment process combines fundamental analysis with Modern Portfolio Theory to construct diversified portfolios primarily using mutual funds and ETFs, with occasional allocations to municipal securities, REITs, variable annuities or variable life products where appropriate. Accounts are monitored and reviewed at least quarterly, and the advisor implements trades on a discretionary basis while permitting clients to impose investment restrictions.
Noteworthy features include a packaged comprehensive financial planning offering with an option for ongoing annual updates and documented coordination with estate planning attorneys to ensure regular plan reviews—an approach that is less common among small independent firms. The firm discloses insurance‑agency affiliations (associated persons devote a portion of time to insurance activities) and the potential for related compensation, while it does not accept soft dollars, does not direct brokerage, and does not accept proxy‑voting authority.
Client services
Expertise
Fee options
$36,000 annually with updates; $20,000 annually without updates
1.00% annually
Main office
3711 Whipple Ave NW
Canton OH 44718
Advisors at this office
1
Most active in
Ohio
Also doing business as
Aal Financial · Anthony Arthur Lapinto · Back Of The Yards Corporation · Clarion River Adventures, LLC
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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