ClearRock Capital (Acquired by Mercer Advisors) Email Format

Financial ServicesIdaho, United States2-10 Employees

ClearRock Capital is a fee-only, independent, SEC-registered investment adviser offering comprehensive financial planning and investment management. The firm operates across multiple western locations, including San Francisco, Sun Valley, and Boise, with an address in Ketchum, Idaho. It emphasizes a disciplined, long-term approach to wealth management and maintains accountability through its independence from larger firms.
Its clients include individuals and families, non-profit organizations, and retirement plans seeking prudent, broadly diversified strategies to preserve and grow wealth over time. As a fiduciary, it avoids commissions and incentives tied to specific products, instead using the open market to identify investments aligned with clients' goals. In 2020, ClearRock Capital was acquired by Mercer Advisors, reflecting a notable development in its corporate ownership while continuing fiduciary guidance.

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