Clearbrook Investment Solutions Llc
- Regulatory AUM
- $150M
- Discretionary
- $150M
- Clients
- 48
- Avg AUM / client
- $3.1M
- Accounts
- 77
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 36 | $87.1M | 58.1% |
| Charitable organizations | 10 | $56.4M | 37.6% |
| Corporations and other businesses | 2 | $6.4M | 4.25% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| First Financial Bank 401(k) Profit Sharing And Employee Stock Ownership Savings Plan First Financial Bank | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wislar, Elliott, Wakefield | Elected Manager | Oct 2010 (16y) | Less than 5% | |
| Blasberg, Eric, John | Managing Director And Investment Committee Member | Jan 2020 (7y) | Less than 5% | |
| Jonathan Moore Chesshire | Managing Director And Investment Committee Member | Jan 2020 (7y) | Less than 5% | |
| Fernando Nicholas Garip | Managing Director And Investment Committee Member | Jun 2020 (6y) | Less than 5% | |
| Leary, Paul, Christopher | Managing Director And Investment Committee Member | Jan 2022 (5y) | Less than 5% | |
| Walter Alan Gilmore | Cco | Jan 2022 (5y) | Less than 5% | |
| Michael Jay Huxley | Registered representative | Mar 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Clearbrook Llc | Member | Oct 2010 | A | 75% or more |
| Clearbrook Holdings Llc | Member | Oct 2017 | B | ≈ 37.5% – 75% via Clearbrook Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Clearbrook Holdings Llc: 50% – 75% of Clearbrook Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| First Financial Bank 401(k) Profit Sharing And Employee Stock Ownership Savings Plan | First Financial Bank | 302 | $58.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- BNY Mellon $340M (55% of AUM) Jan 2023
- Charles Schwab & Co. $101M (67% of AUM) Mar 2026
- Commerce Trust Company $95.4M (50% of AUM) Jan 2024
- Rockland Trust Bank $43.8M (9% of AUM) Jan 2022
- Commerce Bank, N.A. $40.6M (27% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗