ClearPath Investment, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ClearPath Investment, LLC provides discretionary asset management services intended for advisory accounts and pooled or institutional arrangements rather than a large retail client base; the firm currently operates with a single advisory professional and reports no individual client accounts. Services include portfolio construction, asset allocation, trade execution, and monitoring, and clients may impose written restrictions on investing in particular securities or types of securities.
The firm’s investment process combines fundamental and technical analysis with Modern Portfolio Theory and may include options strategies, with account reviews performed at least quarterly by its compliance officer. ClearPath routinely acts with full discretionary authority and may subscribe client accounts to model portfolios available through its custodial platform to implement investment strategies.
What is distinctive about ClearPath relative to many peers is its explicit practice of selecting and appointing sub‑advisors to manage all or portions of client assets — including the authority to hire, terminate, and have those sub‑advisors execute trades without prior client consent — and its disclosure that sub‑advisor fees are included within the firm’s stated advisory fee. The firm also does not vote client proxies, leaving proxy voting to clients unless assistance is requested.
Client services
Expertise
Fee options
1.25% annually
Main office
Las Vegas NV
Advisors at this office
1
Most active in
Nevada
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.
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