Eric Rosenfeld
Clear Capital Management · Doylestown, Pennsylvania
Eric Rosenfeld is a fee-only financial advisor at Clear Capital Management in Doylestown, Pennsylvania. Clear Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Clear Capital Management |
|---|---|
| Based in | Doylestown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $61.3M across 250 accounts |
| SEC registration | Investment adviser representative in NY, PA, TX, VA · CRD 6025729 |
| Exams passed | Series 65 (2019) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.clearcapitalmanagement.com |
| Profile |
How Eric's firm compares
- Clear Capital Management's average account is about $245,000, from its Form ADV (assets managed divided by 250 accounts).
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Questions about Eric
Is Eric Rosenfeld a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Clear Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Clear Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eric Rosenfeld based?
Eric Rosenfeld is based in Doylestown, Pennsylvania.
Is Eric Rosenfeld registered with the SEC?
Yes. Eric Rosenfeld is registered as an investment adviser representative in NY, PA, TX and VA (CRD 6025729), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clear Capital Management manage?
Clear Capital Management reports $61.3M across 250 accounts in assets under management.
How do I contact Eric Rosenfeld?
Through Eric's website, www.clearcapitalmanagement.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
- Clear Capital Management 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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