Daniel Capozzo
Clearwell Group · Tampa, Florida
Daniel Capozzo is a fee-only financial advisor at Clearwell Group in Tampa, Florida, who holds the CFA credential. Daniel focuses on estate & legacy planning and family wealth transfer. Clearwell Group reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Clearwell Group |
|---|---|
| Based in | Tampa, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $413.5M across 57 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL · CRD 2770322 |
| Exams passed | Series 63 (1996) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | clearwellgroup.com |
How Daniel's firm compares
- Clearwell Group's average account is about $7.3 million, from its Form ADV (assets managed divided by 57 accounts).
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Questions about Daniel
Is Daniel Capozzo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Clearwell Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Clearwell Group, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Daniel Capozzo based?
Daniel Capozzo is based in Tampa, Florida.
What does Daniel specialize in?
Daniel's specialties include estate & legacy planning and family wealth transfer. Daniel works with multi-generational families.
What credentials does Daniel Capozzo hold?
Daniel Capozzo holds the CFA credential.
Is Daniel Capozzo registered with the SEC?
Yes. Daniel Capozzo is registered as an investment adviser representative in FL (CRD 2770322), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clearwell Group manage?
Clearwell Group reports $413.5M across 57 accounts in assets under management.
How do I contact Daniel Capozzo?
Through Daniel's website, clearwellgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Clearwell Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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