Clearpath Capital Partners LLC

Clearpath Capital Partners LLC (CRD# 111756) is a financial advisory firm headquartered in San Francisco, CA. They manage $226,488,066 in 325 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    226
    MILLION
  • Total Number of Accounts
    325
    ACCOUNTS
  • Average Account Value
    $696,886
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, VA, WA

Financial Advisors at Clearpath Capital Partners LLC
Showing 1 - 9 of 9 top financial advisors.
1
Brendan D. Connaughton
CRD#: 1602941
222 Front Street, 3rd Floor, San Francisco, CA 94111
93
Wealthminder
score

Brendan Connaughton (CRD# 1602941) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in San Francisco, CA and has over 29 years of experience in the finance industry.

2
John B. Dodd
CRD#: 6108349
222 Front Street, 3rd Floor, San Francisco, CA 94111
90
Wealthminder
score

John Dodd (CRD# 6108349) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

3
Matthew J. Faubion
CRD#: 6108371
222 Front Street, 3rd Floor, San Francisco, CA 94111
90
Wealthminder
score

Matthew Faubion (CRD# 6108371) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

4
Mitchell L. Sands
CRD#: 6387248
222 Front Street, 3rd Floor, San Francisco, CA 94111
89
Wealthminder
score

Mitchell Sands (CRD# 6387248) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in San Francisco, CA and has over 3 years of experience in the finance industry.

5
Stanley K. Himeno Okamoto
CRD#: 6322601
222 Front Street, 3rd Floor, San Francisco, CA 94111
88
Wealthminder
score

Stanley Himeno Okamoto (CRD# 6322601) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

6
Bryan D. Wilson
CRD#: 6617178
222 Front Street, 3rd Floor, San Francisco, CA 94111
88
Wealthminder
score

Bryan Wilson (CRD# 6617178) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

7
Paul J. Boyd
CRD#: 1745529
222 Front Street, 3rd Floor, San Francisco, CA 94111
83
Wealthminder
score

Paul Boyd (CRD# 1745529) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in San Francisco, CA and has over 28 years of experience in the finance industry.

8
Nathaniel R. Lane
CRD#: 1727948
222 Front Street, 3rd Floor, San Francisco, CA 94111
83
Wealthminder
score

Nathaniel Lane (CRD# 1727948) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in San Francisco, CA and has over 28 years of experience in the finance industry.

9
Troy S. Larson
CRD#: 2977125
222 Front Street, 3rd Floor, San Francisco, CA 94111
73
Wealthminder
score

Troy Larson (CRD# 2977125) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in San Francisco, CA and has over 18 years of experience in the finance industry.

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