Clear Rock Advisors
Clear Rock Advisors is a privately held, boutique financial advisory firm founded in 2016 in Austin, TX, offering financial planning, investment, portfolio management, and wealth management services through a small (1-10 employee) practice.
- Company typePrivate
- Founded2000
- HeadquartersAustin, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Clear Rock Advisors does
Clear Rock Advisors is a privately held financial advisory firm founded in 2016 and headquartered in Austin, Texas. The firm provides a range of advisory services in financial planning, investments, portfolio management, and wealth management, serving clients on a consultative basis consistent with a small-scale registered investment advisor (RIA) operating model. With a headcount of 1-10 employees, Clear Rock Advisors is structured as a boutique practice, and the limited available data does not indicate product diversification beyond core advisory services.
The firm's technology infrastructure consists of the Tamarac client portal, accessed via clearrock.portal.tamaracinc.com, indicating reliance on a third-party RIA technology platform for client-facing reporting and portal functionality rather than proprietary systems. No additional technology stack, product offerings, proprietary tools, or differentiated platforms are documented in the available source material. The firm's digital footprint is limited to its website at clearrockadvisors.com.
The business model is consistent with a fee-based advisory practice, but no pricing structure, AUM figures, client count, revenue, or segment-specific data are available. The source material's substantive details pertain to True North Advisors, a separate multi-family office that appears to be connected to Clear Rock Advisors through shared client portal infrastructure; however, the relationship between the two firms is not explicitly defined in the available data and no ownership, partnership, or corporate linkage is documented.
Clear Rock Advisors firmographics
Firmographics- Name
- Clear Rock Advisors
- Legal name
- True North Advisors, LLC
- Website
- https://clearrockadvisors.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Clear Rock Advisors is a privately held, boutique financial advisory firm founded in 2016 in Austin, TX, offering financial planning, investment, portfolio management, and wealth management services through a small (1-10 employee) practice.
- Ownership category
- akta.pro rank
Clear Rock Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Fee-Based Advisory (FSAEAAAM)
- akta.pro secondary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Clear Rock Advisors is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices7 records
Markets served
Clear Rock Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Assets Under Management (AUM) Fees: Fee-based revenue model where the firm earns fees based on assets under management. As of December 31, 2025, the firm manages over $5.6B in AUM.
- Wealth Planning and Advisory Services: Comprehensive wealth planning services including investment management and transaction advisory services
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Custom wealth management services tailored to individual client needs |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Clear Rock Advisors product offering
Product offeringCore offering
Clear Rock Advisors provides a range of advisory services in financial planning, investments, portfolio management, and wealth management. The firm operates as a small, privately held wealth advisory practice based in Austin, Texas, serving clients through personalized financial guidance.
Product overview
No specific product information for Clear Rock Advisors is available in the source data. The source content is from True North Advisors' website (truenorthadvisors.com), which describes True North as a multi-family office and wealth management firm offering wealth planning, investment management, and transaction advisory services. Clear Rock Advisors appears to be referenced as a client using True North's client portal (clearrock.portal.tamaracinc.com), but no distinct Clear Rock Advisors products, services, or technology offerings are described in the provided source material.
Differentiator
Problem solved
Functional benefit
Brands
- Western Alternative Strategies: A growing institutional alternative investment platform overseen by True North Advisors.
Products and services
- Financial Planning Advisory
Quantifiable outcome
- Manages $5.6B+ in AUM as of December 31, 2025
- +1 more outcomes
Companies that use Clear Rock Advisors
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles1 record
Clear Rock Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Clear Rock Advisors partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Western Alternative StrategiescoreTrue North Advisors oversees Western Alternative Strategies, a growing institutional alternative investment platform. This is an affiliated entity within the True North Advisors ecosystem providing alternative public and private market investments.
Scale indicators8 records
Recent moves2 records
Expansion highlights1 record
Clear Rock Advisors competitors and assessment
Company assessmentBroad incumbents
- Brown Brothers Harriman: Long-standing private bank and wealth management firm offering investment management, private banking, and trust services to HNW individuals and families. Comparable service scope though at incumbent scale.
- Bessemer Trust: Multi-family office serving ultra-high-net-worth families with investment management, wealth planning, and family office services. Comparable on service breadth and HNW target market, though at materially larger scale.
- J.P. Morgan Private Bank: Global private bank providing investment management, wealth planning, and lending services to UHNW clients. Overlaps with Clear Rock's wealth advisory offering as a much larger incumbent competitor.
- Goldman Sachs Private Wealth Management: Incumbent wealth management division of Goldman Sachs serving ultra-high-net-worth clients with investment advisory, planning, and alternative investment access. Competes for the same HNW client segment Clear Rock targets.
Direct peers
- Pathstone: Independent RIA providing family office and investment advisory services to HNW families, foundations, and endowments. Overlapping client base, fee-based AUM model, and comprehensive planning services.
- Cresset Capital: Multi-family office and private investment firm providing wealth advisory, investment management, and family office services to HNW families and entrepreneurs. Directly comparable in service mix and client profile.
- True North Advisors: Privately held multi-family office and wealth management firm serving HNW business owners, entrepreneurs, and families with comprehensive wealth planning, investment management, and transaction advisory. Closest direct peer given overlap in service model, target client, and Texas footprint.
Regional players
- Caprock Wealth Advisors: Texas-based RIA serving HNW families with investment management and wealth planning services. Closely comparable on geographic footprint, target client, and independent advisory model.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights4 records
Customer concentration
Clear Rock Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Clear Rock Advisors leadership team
Management profileNumber of profiles
Clear Rock Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Clear Rock Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Clear Rock Advisors
What does Clear Rock Advisors do?
Clear Rock Advisors provides a range of advisory services in financial planning, investments, portfolio management, and wealth management. The firm operates as a small, privately held wealth advisory practice based in Austin, Texas, serving clients through personalized financial guidance.
Is Clear Rock Advisors a public or private company?
Clear Rock Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Clear Rock Advisors founded?
Clear Rock Advisors was founded in 2000. It employs 1 to 10 people.
Where is Clear Rock Advisors based?
Clear Rock Advisors is headquartered in Austin, United States, in the North America region.
How does Clear Rock Advisors make money?
Two revenue lines are on record. Assets Under Management (AUM) Fees are the primary driver. The others are wealth Planning and Advisory Services.
Who are Clear Rock Advisors's main competitors?
Broad incumbents on record are Brown Brothers Harriman, Bessemer Trust, J.P. Morgan Private Bank and Goldman Sachs Private Wealth Management. Direct peers are Pathstone, Cresset Capital and True North Advisors. Caprock Wealth Advisors is listed as a regional player.
Does Clear Rock Advisors have an API?
No public API is recorded for Clear Rock Advisors.
What industry is Clear Rock Advisors in?
Clear Rock Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAM, Fee-Based Advisory, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 52394 and its SIC code is 6282.