Clear Investment Research, Llc
- Regulatory AUM
- $4.2B
- Discretionary
- $250M
- Clients
- 132
- Avg AUM / client
- $31.8M
- Accounts
- 277
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 68 | $15.4M | 0.37% |
| High net worth individuals | 47 | $104M | 2.47% |
| Pension and profit sharing plans | 17 | $4.1B | 96.7% |
| Charitable organizations | Fewer than 5 clients | $21.2M | 0.51% |
| Corporations and other businesses | Fewer than 5 clients | $0 | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Gray Television, Inc. Retirement Plan Gray Media | 2024 | |
| Gray Television, Inc. Retirement Plan For Certain Bargaining Class Employees Gray Media | 2024 | |
| Retirement Savings Plan For Employees Of Continental Rubber Continental Tire The Americas, Llc | 2024 | |
| Retirement Savings Plan For Employees Of Continental Automotive Systems Continental Automotive, Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Brian Jennings | Principal And Chief Compliance Officer | Aug 2014 (12y) | 75% or more | |
| Tyler Adam Jennings | Registered representative | Sep 2015 (11y) | ||
| Cody Patrick Jennings | Registered representative | Oct 2016 (10y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Gray Television, Inc. Retirement Plan | Gray Media | 648 | $113M | 01/01/2024 |
| Gray Television, Inc. Retirement Plan For Certain Bargaining Class Employees | Gray Media | 50 | $23.9M | 01/01/2024 |
| Retirement Savings Plan For Employees Of Continental Rubber | Continental Tire The Americas, Llc | 10,839 | $1.3B | 01/01/2024 |
| Retirement Savings Plan For Employees Of Continental Automotive Systems | Continental Automotive, Inc. | 2,425 | $1.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 982 KB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- National Financial Services (Fidelity) $3.1B (66% of AUM) Mar 2025
- Fidelity Management Trust Company $2.7B (64% of AUM) Mar 2026
- State Street $907M (22% 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 27, 2026.
View current Form ADV (SEC/IAPD) ↗