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ClearMind Capital

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Client assets under management

$13,909,314

Clients

25

0% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

13

Very Low

Average account size

$556,373

About

ClearMind Capital provides financial planning and investment advisory services to individuals and high‑net‑worth clients, offering discretionary investment management, ongoing advice‑only planning, and a defined Integrative Wealth Planning engagement. The firm operates on a fee‑only basis and manages about $13.9 million for roughly 25 client relationships with a two‑advisor team.

The firm’s investment process combines fundamental analysis and Modern Portfolio Theory and may use both passive and active funds, Outside Managers, and a mix of stocks, bonds, mutual funds, ETFs, municipal securities, and cash equivalents. Clients can impose written investment restrictions, and Integrative Wealth Planning engagements are typically delivered over a roughly twelve‑month period with an emphasis on values‑based and behavioral decision‑making in addition to traditional planning topics.

Noteworthy for a supported firm, ClearMind Capital is recently formed (founded in late 2024 and registered in early 2025) and operates at a relatively small scale, requiring clients to custody assets on a single platform (Altruist) and implementing trades on an individual rather than block‑trading basis. The firm’s principals include a CFP® designee and have prior broker‑dealer industry experience, and the firm formally separates ongoing advice‑only planning from investment implementation for clients who retain implementation responsibility.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Business sale tax planning Cash flow / budgeting

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Fee options

Fixed

Integrative Wealth Planning charged on a fixed-fee basis, $3,000 to $10,000 depending on scope

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.35%

Other

Minimum fee: Minimum annual advisory fee may be imposed; disclosed in Client’s advisory agreement; amount not specified Fee-only: Ongoing financial planning fees range from $100 to $1,200 per month; Integrative Wealth Planning fees range from $3,000 to $10,000 fixed fee

Main office location

ClearMind Capital

Columbus OH, United States

Number of offices

1

Most active in

More info

Ohio

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Instagram YouTube Website 419-906-0936

Advisors at this firm

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Nick G

CFP®, ChFC®, Series 65, CLU®

Columbus, OH

ClearMind Capital

I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.

Wealth management General retirement planning Social Security optimization Medicare planning Early retirement planning Retired Public Service Employee Baby Boomers (Born 1946-1964) Approaching retirement
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Shane D

Series 63, Series 65

Columbus, OH

ClearMind Capital

Shane Duckworth is a financial advisor at ClearMind Capital with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and JPMorgan Securities LLC. Outside of finance, he assists with management and maintenance duties in his family-owned laundromat and tanning salon business. ClearMind Capital provides financial planning and investment advisory services to individuals and high-net-worth clients, combining fundamental analysis with Modern Portfolio Theory. The firm offers discretionary investment management and advice-only planning through a fee-only structure, managing approximately $13.9 million for about 25 client relationships.

Business sale tax planning Cash flow / budgeting
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