A complete list of active advisors currently associated with Clear Sky Financial, LP

Warmer can help you find a great advisor at Clear Sky Financial, LP or one who fits your needs even better.

Clear Sky Financial is a small, supported advisory firm that manages about $140.6 million in discretionary assets through a three-advisor team. It provides discretionary investment management across a broad set of securities and also offers written financial planning and hourly consulting services to individuals, high‑net‑worth clients, trusts and estates, pension and profit‑sharing plans, charitable organizations, corporations and other business entities — and, per its disclosures, also provides services to other investment adviser clients. The firm grants advisers discretionary trading authority and tailors portfolios to each client’s circumstances, employing methods such as modern portfolio theory, fundamental and technical analysis and model portfolios. Its strategies include both diversified and alternative allocations that may use non‑traditional asset classes (for example closed‑end and interval funds, ETNs, leveraged/inverse products, BDCs, hedge funds and managed futures), and the firm may engage sub‑advisers or third‑party managers as part of implementation; custodial relationships (the brochure references a recommended custodian and negotiated institutional services) and periodic quarterly reviews support its oversight. Noteworthy for a firm of this size, Clear Sky Financial discloses that it serves other investment adviser clients and provides access to more complex, less liquid product types and sub‑advisory arrangements that are uncommon among peers. The firm also documents potential conflicts and operational features—advisers may be licensed to sell fixed insurance products and receive commissions (with disclosure), clients may direct brokerage, and the brochure explicitly addresses use of advanced technologies (including AI tools) and related cybersecurity and data‑management risks.

To learn more about the advisors currently working at Clear Sky Financial, LP, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.