Stephen Childs
Clear Harbor Asset Management · West Hartford, Connecticut
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.
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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 | $2.05B across 1,865 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CT · CRD 7186661 |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.clearharboram.com |
How Stephen's firm compares
- Clear Harbor Asset Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,865 accounts).
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Questions about Stephen
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.
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
- 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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