Kevin Clariday Investment Advisor
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
This solo independent advisory firm provides comprehensive portfolio management and consulting to individuals, high-net-worth individuals, trusts and small businesses, advising on portfolios that may include ETFs, mutual funds, individual stocks and bonds. It manages roughly $21.8 million of client assets across five client relationships and offers individualized investment plans and the ability for clients to place reasonable investment restrictions.
The firm’s investment process draws on a mix of fundamental and technical methods (including charting and cyclical analysis) and typically emphasizes long‑term purchases while rarely using margin, short sales or option writing. Accounts are managed on a primarily non‑discretionary basis, so the firm seeks client approval for transactions and conducts at least quarterly reviews of client accounts.
What is noteworthy relative to peers is the combination of almost entirely non‑discretionary assets and a very small number of client relationships, which is uncommon among independent advisers and implies more client-driven trade decisions and tailored services. The firm also participates in an institutional custody program and discloses receipt of related program benefits and a Code of Ethics intended to address potential conflicts.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually Over $1,000,001+: 0.50% annually
Main office
Dallas TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Kevin Clariday Dba Kevin Clariday Investment Advisor · Kevin Clariday Investment Advisor · Kevin Patrick Clairday · Kevin Patrick Clariday
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.
Forms ADV
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