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James Raymond Everitt

CLEARROCK CAPITAL LLC·KETCHUM, Idaho
Clean recordCLEARROCK CAPITAL LLC
131 4TH STREET EAST SUITE 320, KETCHUM, ID 83340CRD# 2050891Firm CRD# 144480

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Raymond Everitt · KETCHUM, ID
Registration
CRD #2050891 · CLEARROCK CAPITAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Raymond Everitt is a registered financial advisor based in KETCHUM, Idaho, affiliated with CLEARROCK CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
CLEARROCK CAPITAL LLC
CLEARROCK CAPITAL LLC
AUM
$553M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at CLEARROCK CAPITAL LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2050891
Firm CRD# 144480
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Raymond Everitt offer?
James Raymond Everitt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KETCHUM, Idaho for a consultation.
What are James Raymond Everitt's credentials?
James Raymond Everitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Raymond Everitt located?
James Raymond Everitt is based in KETCHUM, Idaho, working with CLEARROCK CAPITAL LLC. Their office serves clients in the KETCHUM metropolitan area and surrounding communities.
How does James Raymond Everitt charge for services?
James Raymond Everitt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLEARROCK CAPITAL LLC?
CLEARROCK CAPITAL LLC has approximately 10 employees and manages $553M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLEARROCK CAPITAL LLC

Mark Lawrence Eshman
KETCHUM, ID

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Research
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