A complete list of active advisors currently associated with Kevin Clariday Investment Advisor

Warmer can help you find a great advisor at Kevin Clariday Investment Advisor or one who fits your needs even better.

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.

To learn more about the advisors currently working at Kevin Clariday Investment Advisor, 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.

Name	Location	Years of experience
Kevin Clariday	Dallas, TX	27

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