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Mitchell Lloyd Stapley

CLEARARC CAPITAL, INC.·CINCINNATI, Ohio
Clean record6 years registeredCLEARARC CAPITAL, INC.
580 WALNUT STREET, CINCINNATI, OH 45202CRD# 4372531Firm CRD# 104650

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mitchell Lloyd Stapley · CINCINNATI, OH
Registration
CRD #4372531 · CLEARARC CAPITAL, INC. · 6 years registered
Brand Profile
Not yet started
01

Career History

RED CEDAR INVESTMENT MANAGEMENT
Jul 2020 – present
02

Registrations & Exams

Registration record
First registered · July 8, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLEARARC CAPITAL, INC.
CRD 104650 · SEC 801-11184
AUM
$3.9B
Regulatory assets under management
Employees
12
116 client accounts
Services offered by CLEARARC CAPITAL, INC.
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at CLEARARC CAPITAL, INC. →
Introduction

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05

Frequently Asked Questions

What services does Mitchell Lloyd Stapley offer?
Mitchell Lloyd Stapley specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.
What are Mitchell Lloyd Stapley's credentials?
Mitchell Lloyd Stapley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mitchell Lloyd Stapley located?
Mitchell Lloyd Stapley is based in CINCINNATI, Ohio, working with CLEARARC CAPITAL, INC.. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Mitchell Lloyd Stapley charge for services?
Mitchell Lloyd Stapley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLEARARC CAPITAL, INC.?
CLEARARC CAPITAL, INC. has approximately 12 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLEARARC CAPITAL, INC.

Emerson Keith Wirtz
CINCINNATI, OH
Richard Paris Floyd
CINCINNATI, OH
David Bernard Jonke
CINCINNATI, OH
Keith Eugene Dershem
CINCINNATI, OH
CFP

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Nearby cities in Ohio
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Research
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