# Stephen Childs

> Stephen Childs is a fee-only financial advisor at Clear Harbor Asset Management in West Hartford, Connecticut, who holds the CFP and CFA credentials. Clear Harbor Asset Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-childs/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Clear Harbor Asset Management
- **Based in:** West Hartford, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $2.05B across 1,865 accounts
- **Credentials:** CFP, CFA
- **CRD:** 7186661 (https://adviserinfo.sec.gov/individual/summary/7186661)
- **SEC registration:** Investment adviser representative in CT
- **Firm size:** 24 employees
- **Disclosures:** None reported
- **Website:** http://www.clearharboram.com

## Frequently asked questions

### Is Stephen Childs a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Clear Harbor Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stephen charge for financial advice?

Stephen's firm, Clear Harbor Asset Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Stephen Childs based?

Stephen Childs is based in West Hartford, Connecticut.

### What credentials does Stephen Childs hold?

Stephen Childs holds the CFP and CFA credentials.

### Is Stephen Childs registered with the SEC?

Yes. Stephen Childs is registered as an investment adviser representative in CT (CRD 7186661), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Clear Harbor Asset Management manage?

Clear Harbor Asset Management reports $2.05B across 1,865 accounts in assets under management.

### How do I contact Stephen Childs?

Through Stephen's website, www.clearharboram.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7186661): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.