Clear Point Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 11–25 clients last fiscal year.
Clear Point Advisors reports 151 clients. They include 82 high-net-worth individuals, 65 individual clients, and 4 pension and profit-sharing plans. Of its assets, 100.0% ($253M across 418 accounts) are managed with discretion. Of its clients, 3% are outside the U.S. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 43% | 11% |
| High-net-worth individuals | 54% | 87% |
| Pension and profit-sharing plans | 3% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 65 | $26.8M | 10.6% | $412K |
| High-net-worth individuals | 82 | $220M | 87.0% | $2.69M |
| Pension and profit-sharing plans | 4 | $6.27M | 2.5% | $1.57M |
| Total | 151 | $253M | 100% | $1.68M |
- Clients
- 65
- Regulatory AUM
- $26.8M
- AUM share
- 10.6%
- Avg. per client
- $412K
- Clients
- 82
- Regulatory AUM
- $220M
- AUM share
- 87.0%
- Avg. per client
- $2.69M
- Clients
- 4
- Regulatory AUM
- $6.27M
- AUM share
- 2.5%
- Avg. per client
- $1.57M
Total
- Clients
- 151
- Regulatory AUM
- $253M
- AUM share
- 100%
- Avg. per client
- $1.68M
- Clients outside the U.S.
- 3%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Clear Point Advisors charges 0.35%–1.25% for its Portfolio Management Fee Schedule. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Rate (period not stated) |
|---|---|
| $0–$500K | 1.25% |
| $500K–$3M | 0.75% |
| $3M–$5M | 0.50% |
| $5M and above | 0.35% |
Fee details and sources
Other fees
- Personal financial planning
- Fixed fees for written financial plans typically range from $500 to $5,000; limited-scope hourly consultation is $300 per hour.
Steven Brill owns 75% or more of Clear Point Advisors. The leadership team of Clear Point Advisors includes President Steven Brill. It has 4 employees.
Staff
- 4 employees
- 4 in advisory functions
- 3 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Clear Point Advisors, Inc.
Steven Brill
Control person · since February 1998
Clear Point Advisors’ regulatory assets grew from $195M (March 2021) to $253M (March 2026); clients were 151 in both filings and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $253M | 151 | 4 | 4 |
| Mar 2025March 2025 | $231M | 149 | 4 | 4 |
| Apr 2024April 2024 | $216M | 147 | 4 | 4 |
| Mar 2023March 2023 | $192M | 150 | 4 | 4 |
| Apr 2022April 2022 | $226M | 153 | 4 | 1 |
| Mar 2021March 2021 | $195M | 144 | 4 | 1 |
Besides its headquarters, Clear Point Advisors has 3 offices (3 private residences, listed without an address), with 1 listed address in 1 state.
New York · 1 listed address
- 1 Huntington Quadrangle, Suite 1s01, MelvilleHQ
Contact and registration details
- Legal name
- Clear Point Advisors, Inc.
- Headquarters
- 1 Huntington Quadrangle, Suite 1s01, Melville, NY 11747
- Website
- cptadvisors.com
- Phone
- 631-333-2222
- SEC file
- 801-55390
- Founded
- 1998
- Structure
- New York corporation
- Fiscal year end
- December
Clear Point Advisors has custody of $66.8M for 57 clients.
At year end, Clear Point Advisors’ separately managed accounts were mostly in funds (86%). Its reported 13F holdings for the quarter ended 30 June 2026 total $113M across 93 positions; the largest are Schwab Strategic TR (10.9%), Invesco Qqq TR (5.8%) and State Str SPDR S&P 500 ETF T (4.6%).
What the accounts hold
- Stocks8%
- Funds86%
- Bonds5%
- U.S. government and agency bonds4%
- State and local bonds1%
- Cash1%
How many clients does Clear Point Advisors have?
Clear Point Advisors has 151 clients and manages $253 million for them, as of March 2026. They include 82 high-net-worth individuals, 65 individual clients, and 4 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Clear Point Advisors offer?
Clear Point Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Clear Point Advisors charge?
Clear Point Advisors charges 0.35%–1.25% for its Portfolio Management Fee Schedule. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: CLEAR POINT ADVISORS INC ADV PART 2 A&B, filed 26 March 2026
How many financial advisors does Clear Point Advisors have?
Clear Point Advisors has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Clear Point Advisors invest in?
At the end of its last fiscal year, Clear Point Advisors’ separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 4% U.S. government and agency bonds, 1% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Clear Point Advisors?
Clear Point Advisors’ direct owner is Steven Brill (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Clear Point Advisors get paid?
Clear Point Advisors is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Clear Point Advisors?
Clear Point Advisors’ main office is at 1 Huntington Quadrangle, Suite 1s01, Melville, NY 11747. Its phone number is 631-333-2222. Its website is cptadvisors.com.