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Clear Trail Advisors, LLC

EST. AUM
$803,109,913

CONTACTS
4

CLIENT ACCOUNTS
2,064

Firm Details

Metro area Houston
CRD Number 337595
Website cleartrailadvisors.com
Client types

Overview

Clear Trail Advisors, LLC is a Delaware-formed investment advisory firm headquartered in Houston, Texas. Founded in March 2025, the firm is controlled by principals Randolph Price, Matthew Price, and Matthew Kerns. Clear Trail provides discretionary and non-discretionary portfolio management services, financial planning, retirement plan consulting, and rollover advisory services. The firm works with individuals, business owners, and retirement plan sponsors to design investment strategies tailored to client objectives, risk tolerance, and long-term planning needs.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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