Doylestown, PA Office
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Clear Capital Management LP
Team
Firm-wide stats for Clear Capital Management LP
About
Clear Capital Management LP is a state-registered advisory firm that provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, and certain retirement and corporate plans. The firm acts as a subadviser to unaffiliated advisers in some cases and manages client assets through third‑party custodians; as of December 31, 2025 it reported approximately $61.3 million in discretionary assets across a small team of advisors.
The firm implements proprietary quantitative models built around an equity component, government securities, and cash, using a proprietary "Natural Selection" algorithm to rank stocks into Stable Growth and High Growth buckets and updating models multiple times daily. Portfolios may include ETFs (including leveraged and inverse ETFs), covered‑call strategies, and opportunistic participation in IPOs or new issues when deemed suitable for eligible client accounts.
Clear Capital emphasizes redundant, geographically diverse operations across multiple offices to support business continuity and reports iterative process and technology improvements since its 2014 inception. Noteworthy deviations from typical peers include its explicit use of leveraged/inverse ETFs and opportunistic IPO allocations, and a recent regulatory matter — a January 2026 Consent Agreement with the Pennsylvania Department of Banking and Securities regarding a late audited balance sheet filing and an associated administrative assessment.
Based on Clear Capital Management LP
Expertise
Based on Clear Capital Management LP
Location
196 West Ashland Street, Suite 516
Doylestown PA 18901-4040
Advisors at this office
3
Advisors at this office
Jeffrey W
Series 65, Series 66
Doylestown, PA
Clear Capital Management LP
Jeffrey Wesnofske is a financial advisor with Clear Capital Management LP, holding Series 65 and Series 66 licenses and 14 years of industry experience. He has been with Clear Capital Management since 2014. Clear Capital Management LP provides discretionary portfolio management and financial planning to individuals, trusts, estates, and certain retirement and corporate plans. The firm uses proprietary quantitative models and a "Natural Selection" algorithm to manage portfolios, which may include ETFs, covered-call strategies, and opportunistic participation in IPOs.
Thomas A
CFP®
Doylestown, PA
Clear Capital Management LP
Thomas Aichele is a CFP® certified financial advisor with over three years of industry experience, currently serving at Clear Capital Management LP. His prior work includes roles at Ginkgo Bioworks Holdings, Inc, The Swarthmore Group, and PNC Bank. He is a non-paid member of the Bond Club of Philadelphia, a nonprofit organization focused on fixed income education and networking among investment professionals. Clear Capital Management LP provides discretionary portfolio management and financial planning services primarily for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a proprietary quantitative framework to manage portfolios with a combination of passive and active strategies, tailored to different account types and utilizing selective investment tools.
Calvin R
Series 65
Doylestown, PA
Clear Capital Management LP
Calvin Rose is a financial advisor at Clear Capital Management LP with six years of industry experience. He previously worked at Dechert LLP for ten years. Rose holds a Series 65 credential and serves as a non-paid member of the Philadelphia Bond Club. Clear Capital Management LP provides discretionary portfolio management and financial planning to individuals, trusts, estates, and certain retirement and corporate plans. The firm uses proprietary quantitative models and a "Natural Selection" algorithm to manage client assets across a diverse set of investment strategies.
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