Clear Rock Advisors, LLC

Clear Rock Advisors, LLC (CRD# 282716) is a financial advisory firm headquartered in Kerrville, TX. They manage $429,910,416 in 570 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
200 Earl Garrett Street, Suite 202, Kerrville, TX 78028
https://www.linkedin.com/company/clear-rock-advisors-llc/
By the Numbers
  • Total Assets Under Management
    430
    MILLION
  • Total Number of Accounts
    570
    ACCOUNTS
  • Average Account Value
    $754,229
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, TX

Financial Advisors at Clear Rock Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Charles Hall, financial advisor Kerrville TX
Charles F. Hall
CRD#: 5217295
200 Earl Garrett Street, Suite 202, Kerrville, TX 78028

Charles Hall (CRD# 5217295) is an Investment Advisor Representative working at Clear Rock Advisors, LLC in Kerrville, TX and has over 17 years of experience in the finance industry.

2
Royce Itschner, financial advisor Kerrville TX
Royce G. Itschner
CRD#: 4460079
200 Earl Garrett Street, Suite 202, Kerrville, TX 78028

Royce Itschner (CRD# 4460079) is an Investment Advisor Representative working at Clear Rock Advisors, LLC in Kerrville, TX and has over 24 years of experience in the finance industry.

3
Corey Long, financial advisor Kerrville TX
Corey B. Long
CRD#: 4870400
200 Earl Garrett Street, Suite 202, Kerrville, TX 78028

Corey Long (CRD# 4870400) is an Investment Advisor Representative working at Clear Rock Advisors, LLC in Kerrville, TX and has over 19 years of experience in the finance industry.

4
Royce Medlin, financial advisor Dallas TX
Royce W. Medlin
CRD#: 4512862
4809 Cole Avenue, Suite 345, Dallas, TX 75205

Royce Medlin (CRD# 4512862) is an Investment Advisor Representative working at Clear Rock Advisors, LLC in Dallas, TX and has over 13 years of experience in the finance industry.

5
William Sanders, financial advisor Kerrville TX
William T. Sanders
CRD#: 3235351
200 Earl Garrett Street, Suite 202, Kerrville, TX 78028

William Sanders (CRD# 3235351) is an Investment Advisor Representative working at Clear Rock Advisors, LLC in Kerrville, TX and has over 24 years of experience in the finance industry.

6
Aaron Lang, financial advisor Kerrville TX
Aaron R. Lang
CRD#: 6681815
200 Earl Garrett Street, Suite 202, Kerrville, TX 78028

Aaron Lang (CRD# 6681815) is an Investment Advisor Representative working at Clear Rock Advisors, LLC in Kerrville, TX and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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