Clearwater Advisors, LLC

Overview

Clearwater Advisors, LLC is an SEC registered investment adviser based in Boise, ID, registered since 2001. It reports $4.7B in assets under management across 84 accounts, with 9 employees. It has 6 investment adviser representatives.

Reported AUM

$4.7B

Discretionary

84%

Accounts

84

Average account

$55.4M

Employees

9

Advisory reps

6

Registered since

2001

Jurisdictions

5

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• Government
• Insurance Companies

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 4

• Daniel Bates Chief Executive Officer CRD 6531599
• Hayley Nicole Nelson Chief Compliance Officer CRD 2548469
• Rhet Hulbert Member CRD 5186437

1 more executive officer, with direct contact details

Advisory reps 3 of 6

• Daniel Bates Investment Adviser Rep CRD 6531599
• Brandon John Beall Investment Adviser Rep CRD 5061633
• Garrett Evan Cudahey Investment Adviser Rep CRD 7224295

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

101 S Capitol Blvd Ste 1201
Boise, ID 83702

County

Ada

Metro area

Boise City, ID

Region

West

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: clearwateradvisors.com

Every state, with registration dates

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