Sign in Sign up for free

Clear Springs Advisors, LLC (Tampa)


Clear Springs Advisors, LLC is an adviser based in Tampa. It manages $3.5 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Florida.

Clear Springs Advisors provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Clear Springs Advisors: assets under management

The assets under management (AUM) of Clear Springs Advisors, LLC is $3.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Clear Springs Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Tampa

The principal office where Clear Springs Advisors, LLC performs its advisory services is located at 15310 Amberly Drive, Tampa, FL 33647, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 813-514-6764 or by fax 214-853-4274. The normal business hours are 9:00am to 5:00pm on Monday - Friday.


Registered investment advisers similar to Clear Springs Advisors, LLC