Clearrock Capital LLC

Clearrock Capital LLC (CRD# 144480) is a financial advisory firm headquartered in Ketchum, ID. They manage $332,853,742 in 759 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    333
    MILLION
  • Total Number of Accounts
    759
    ACCOUNTS
  • Average Account Value
    $438,542
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, ID, OR, WA

Financial Advisors at Clearrock Capital LLC
Showing 1 - 8 of 8 top financial advisors.
1
Lonnie A. Dorn
CRD#: 2624525
131 4th Street East Suite 320, Ketchum, ID 83340
96
Wealthminder
score

Lonnie Dorn (CRD# 2624525) is an Investment Advisor Representative working at Clearrock Capital LLC in Ketchum, ID and has over 21 years of experience in the finance industry. Lonnie Dorn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John L. Gilligan
CRD#: 4373914
185 Berry Street, Suite 5475, San Francisco, CA 94107
96
Wealthminder
score

John Gilligan (CRD# 4373914) is an Investment Advisor Representative working at Clearrock Capital LLC in San Francisco, CA and has over 15 years of experience in the finance industry.

3
Christian J. Anton
CRD#: 2240200
131 4th Street East Suite 320, Ketchum, ID 83340
93
Wealthminder
score

Christian Anton (CRD# 2240200) is an Investment Advisor Representative working at Clearrock Capital LLC in Ketchum, ID and has over 6 years of experience in the finance industry.

4
Renee S. Faltings
CRD#: 3276471
131 4th Street East Suite 320, Ketchum, ID 83340
93
Wealthminder
score

Renee Faltings (CRD# 3276471) is an Investment Advisor Representative working at Clearrock Capital LLC in Ketchum, ID and has over 16 years of experience in the finance industry.

5
Marguerite A. Bouscaren
CRD#: 6067109
185 Berry Street, San Francisco, CA 94107
90
Wealthminder
score

Marguerite Bouscaren (CRD# 6067109) is an Investment Advisor Representative working at Clearrock Capital LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

6
Wesley A. Flanigan
CRD#: 6515478
One Ferry Building, San Francisco, CA 94111
88
Wealthminder
score

Wesley Flanigan (CRD# 6515478) is an Investment Advisor Representative working at Clearrock Capital LLC in San Francisco, CA and has 1 year of experience in the finance industry.

7
Mark L. Eshman
CRD#: 1022679
131 4th Street East Suite 320, Ketchum, ID 83340
83
Wealthminder
score

Mark Eshman (CRD# 1022679) is an Investment Advisor Representative working at Clearrock Capital LLC in Ketchum, ID and has over 34 years of experience in the finance industry.

8
James R. Everitt
CRD#: 2050891
131 4th Street East Suite 320, Ketchum, ID 83340
83
Wealthminder
score

James Everitt (CRD# 2050891) is an Investment Advisor Representative working at Clearrock Capital LLC in Ketchum, ID and has over 25 years of experience in the finance industry.

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