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Building 2CLEARARC CAPITAL, INC.

Map pinCINCINNATI, OH
Phone855-362-2227
NotebookSEC #801-11184
Total AUM
$3.9B
Employees
12
Clients
74

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
38 FOUNTAIN SQUARE PLAZA
29TH FLOOR
CINCINNATI
OH 45263
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
855-362-2227

ReceiptFinancials

Total AUM
$3.9B
Accounts
116
Discretionary
$3.9B
Accounts
116
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$5M
Business Development Company Clients
1
AUM
$12.5M
Pooled Vehicle Clients
5
AUM
$593.7M
Pension/Profit Sharing Plan Clients
7
AUM
$88.1M
Charitable Organization Clients
21
AUM
$1B
Government Entity Clients
14
AUM
$658.7M
Insurance Company Clients
4
AUM
$148.8M
Corporation or Business Clients
20
AUM
$1.3B
Other Clients
1
AUM
$61.7M
Description of Other Clients
NATIVE AMERICAN TRIBAL COUNCIL

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ILINMIOH

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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