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Adrian Hovey

Advisor at Clear Capital Management LP

Updated today

Location

Westminster, CO

Credentials

CFP®, Series 66

Industry experience

6 years

About

Adrian Hovey is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Clear Capital Management LP, where he has worked since 2025, following six years at Edward Jones. Outside of his advisory role, Hovey provides thesis guidance to MBA students at Cornell University and Queen’s University and serves as a registered agent and advisor for a retail company specializing in glove manufacturing. Clear Capital Management LP offers discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a proprietary quantitative framework to manage portfolios with a combination of passive and active strategies tailored to client needs.

Client services

Based on Clear Capital Management LP

Financial planning Portfolio management Subadviser services

Expertise

Based on Clear Capital Management LP

Passive / index investing Active portfolio management Tax-loss harvesting Concentrated stock management

Fee options

Fixed

Financial planning fixed fee of $1,500 (negotiable)

Percentage

$0 - $3,000,000: Up to 2.00% $3,000,001+: Up to 1.75%

Project-based

$200 per hour (negotiable)

Location

Westminster, CO

Most active in

California · Colorado · Washington

Work history

Clear Capital Management LP

2025 - Present (1 year)

Edward Jones

2019 - 2025 (6 years)

Rep Fitness

2018 - 2019 (1 year)

Pine Sky

2016 - 2017 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kevin M

CFP®, ChFC®, Series 63

Westminster, CO

ACE Wealth Partners, LLC

Kevin Mcnab is a CFP® and ChFC® with 15 years of industry experience. He has been with ACE Wealth Partners, LLC since 2010, where he serves as the sole advisor. In addition to his advisory role, he works as an independent insurance agent on a limited basis. ACE Wealth Partners provides investment advisory and planning services to individuals, trusts, foundations, charitable organizations, pensions, and retirement plans. The firm follows a long-term investment approach based on fundamental analysis and offers a range of portfolio management and financial planning services, including the use of leveraged and inverse ETFs and occasional commodity exposure.

General retirement planning Retirement income strategy
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Zack G

CFP®

Denver, CO

True Riches Financial Planning

Zack Gutches is a CFP® professional with five years of industry experience, currently serving as the sole advisor at True Riches Financial Planning in Denver, CO. His prior experience includes roles at LearnLux, where he provides consulting on financial well-being and company benefits, and Brighton Jones. He also performs tax preparation services for advisory clients. True Riches Financial Planning offers comprehensive financial planning and discretionary investment management through a Household CFO model, serving individual and non‑high‑net‑worth clients. The firm integrates modern portfolio theory with various analytical approaches and manages accounts using both active and passive investment vehicles, incorporating tax-aware strategies and socially responsible investment options when requested.

College savings (529s, UTMA, etc.) Executive Founder/Business Owner Consultant Technology Professional Mid-Career Professionals Approaching retirement Dual Income Family
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Nicholas W

CFP®, Series 63, Series 65, Series 66

Denver, CO

46 North Financial

Nicholas Weisert is a CFP® with 12 years of industry experience, currently serving as the sole advisor at 46 North Financial in Denver, CO. His prior roles include positions at Integra Financial, Inc., MML Investors Services, Mass Mutual Life Insurance Company, and DaVita Healthcare Partners. 46 North Financial is a fee-only registered investment adviser providing investment management, financial planning, and retirement plan consulting for individuals, corporations, charitable organizations, and employer-sponsored plans. The firm manages approximately $60.4 million in assets and is known for its work with charitable organizations and ERISA fiduciary services, utilizing third-party model portfolios and sub-advisers to implement tailored investment strategies.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Bart S

Series 63, Series 65

Denver, CO

Skidmore Advisory Services, Inc.

Bart Skidmore is the principal of Skidmore Advisory Services, Inc. in Denver, CO, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his firm since 2013. In addition, he is a licensed CPA and president of an accounting and tax firm since 2001, performing occasional tax work. He also serves as president of a property management company since 2007. Skidmore Advisory Services provides personalized financial planning and asset management to individuals, trusts, estates, charitable organizations, schools, political subdivisions, and small businesses. The firm tailors investment programs to clients’ objectives and risk tolerance, utilizing fundamental analysis and third-party research, and offers both discretionary and non-discretionary portfolio management alongside comprehensive financial planning services.

Income planning General tax planning Options & derivatives strategies
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Prince D

Series 63, Series 65

Aurora, CO

Royal Financial Investment Group

Prince Dykes is a financial advisor at Royal Financial Investment Group with Series 63 and Series 65 licenses and four years of industry experience. He served in the U.S. Navy for 20 years and is the founder and president of the Global Children Financial Literacy Foundation, a nonprofit organization based in Georgia. Royal Financial Investment Group provides discretionary investment management primarily to individual clients, as well as business, 401(k) plan, and charitable clients. The firm employs a core-and-satellite investment approach, managing a compact client base with roughly $6 million in assets under management.

Options & derivatives strategies Passive / index investing Active portfolio management
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Derek W

CFP®, Series 63, Series 65

Broomfield, CO

Wolff Financial Advisors, LLC

Derek Wolff is a CFP® with 21 years of experience in financial advising. He has been the principal advisor at Wolff Financial Advisors, LLC since 2005. Wolff Financial Advisors, LLC provides discretionary portfolio management and comprehensive financial planning services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and other business entities. The firm constructs diversified portfolios using a combination of equity and fixed income securities, mutual funds, ETFs, and employs various analytical methods and trading strategies, including the active use of options and leveraged ETFs.

General tax planning Wealth management Income planning Disability insurance
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