Gloucester, VA Office

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.