Clear Sky Financial provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
Clear Sky Financial reports 126 clients. They include 90 individual clients, 35 high-net-worth individuals and 1 other investment adviser. Of its assets, 100.0% ($141M across 298 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 22% |
| High-net-worth individuals | 28% | 78% |
| Other investment advisers | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 90 | $30.4M | 21.6% | $337K |
| High-net-worth individuals | 35 | $110M | 78.3% | $3.15M |
| Other investment advisers | 1 | $103K | 0.1% | $103K |
| Total | 126 | $141M | 100% | $1.12M |
- Clients
- 90
- Regulatory AUM
- $30.4M
- AUM share
- 21.6%
- Avg. per client
- $337K
- Clients
- 35
- Regulatory AUM
- $110M
- AUM share
- 78.3%
- Avg. per client
- $3.15M
- Clients
- 1
- Regulatory AUM
- $103K
- AUM share
- 0.1%
- Avg. per client
- $103K
Total
- Clients
- 126
- Regulatory AUM
- $141M
- AUM share
- 100%
- Avg. per client
- $1.12M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Clear Sky Financial charges up to 2.00% a year for its Investment Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Hourly financial planning at up to $500 per hour, or a flat fee of up to $15,000 with half paid in advance.
Andrew Hickey owns 25% to 50% of Clear Sky Financial. The leadership team of Clear Sky Financial includes Chief Compliance Officer Andrew Hickey. It has 3 employees.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 insurance agents
- Owns 25% to 50% of Clear Sky Financial, LP
Andrew Hickey
Control person · since August 2018
- Owns 25% to 50% of Clear Sky Financial, LP
John Paulson
Control person · since August 2018
- Owns 25% to 50% of Clear Sky Financial, LP
Randy Smith
Control person · since August 2018
Clear Sky Financial’s regulatory assets grew from $105M (March 2021) to $141M (March 2026); clients were 126 in both filings and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $141M | 126 | 3 | 1 |
| Mar 2025March 2025 | $124M | 125 | 3 | 1 |
| Mar 2024March 2024 | $107M | 124 | 3 | 1 |
| Mar 2023March 2023 | $98.4M | 143 | 3 | 1 |
| Feb 2022February 2022 | $116M | 131 | 3 | 1 |
| Mar 2021March 2021 | $105M | 127 | 3 | 1 |
Besides its headquarters, Clear Sky Financial has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- 130 N. Preston Road, Suite 344, ProsperHQ
Contact and registration details
- Legal name
- Clear Sky Financial, LP
- Headquarters
- 130 N. Preston Road, Suite 344, Prosper, TX 75078
- Website
- csfplan.com
- Phone
- 214-440-3615
- SEC file
- 801-120728
- Structure
- Texas limited partnership
- Fiscal year end
- December
Clear Sky Financial’s named custodian for separately managed accounts is Charles Schwab ($141M). Clear Sky Financial does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $141M100%
At year end, Clear Sky Financial’s separately managed accounts were mostly in funds (86%).
What the accounts hold
- Stocks9%
- Exchange-traded equities8%
- Non-exchange-traded equities1%
- Funds86%
- Cash5%
How many clients does Clear Sky Financial have?
Clear Sky Financial has 126 clients and manages $141 million for them, as of March 2026. They include 90 individual clients, 35 high-net-worth individuals and 1 other investment adviser.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Clear Sky Financial offer?
Clear Sky Financial provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Clear Sky Financial charge?
Clear Sky Financial charges up to 2.00% a year for its Investment Management. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A AND 2B MARCH 2026, filed 30 March 2026
Which custodians does Clear Sky Financial use?
Clear Sky Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $141M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Clear Sky Financial have?
Clear Sky Financial has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are 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 Sky Financial invest in?
At the end of its last fiscal year, Clear Sky Financial’s separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 5% cash and equivalents and 1% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Clear Sky Financial?
Clear Sky Financial’s direct owners are Andrew Hickey, John Paulson and Randy Smith, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Clear Sky Financial get paid?
Clear Sky Financial is paid through a percentage of assets under management, hourly charges and fixed fees. 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 Sky Financial?
Clear Sky Financial’s main office is at 130 N. Preston Road, Suite 344, Prosper, TX 75078. Its phone number is 214-440-3615. Its website is csfplan.com.