Clare Market Investments, LLC logo

Clare Market Investments, LLC

Updated today

Client assets under management

$619,150,000

Clients

225

49% high-net worth

Advisors

4

of 4 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

56

Typical

Average account size

$2,751,778

About

Clare Market Investments provides discretionary investment management and wealth management services to individuals, high‑net‑worth clients, families, trusts, estates and business entities. As of January 2026 the firm reports approximately $635.15 million in discretionary assets under management across about 225 client relationships supported by a four‑person advisory team.

The firm generally follows a long‑term investment approach rooted in fundamental analysis and supplemented by technical and cyclical inputs, with ongoing monitoring and periodic rebalancing. Clare Market may, where appropriate and authorized by clients, employ options, margin, and limited short‑selling strategies, and may allocate portions of portfolios to unaffiliated money managers.

Clare Market typically bundles ongoing financial planning into a Comprehensive Wealth Management option rather than offering planning primarily on a standalone or hourly basis, with analyses maintained in planning software and updated periodically. The firm highlights use of research into publicly disclosed insider and activist shareholder transactions, manages a relatively large asset base for a four‑advisor team, and maintains an institutional relationship with its custodian that provides platform software, trading support and block‑trading access.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Tax-loss harvesting Wealth management

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Financial planning or consulting services may be charged on a fixed-fee basis in limited, non-ongoing arrangements.

Project-based

Hourly fees may be charged for limited financial planning or consulting services under separate agreements.

Other

Fee-only: In limited circumstances, financial planning or consulting services may be billed on an hourly, fixed-fee, or retainer basis.

Main office location

Clare Market Investments, LLC

2620 State Street

Dallas TX 75204, United States

Number of offices

1

Most active in

California · Florida · Louisiana · Oklahoma · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Alan H

Series 66

Dallas, TX

Clare Market Investments, LLC

Alan Haworth is a financial advisor with Clare Market Investments, LLC in Dallas, TX, holding a Series 66 designation and 21 years of industry experience. Prior to joining Clare Market in 2018, he worked at Oppenheimer & Co. from 2011 to 2018. Outside of his advisory role, he owns a vinyl record store, Declassified Records LLC, and manages the development of a financial data application called Stalking Butler App. Clare Market Investments provides discretionary investment management, financial planning, and sub-advisor oversight for individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a primarily long-term investment approach grounded in fundamental analysis, managing approximately $556 million in assets across about 206 client relationships.

Options & derivatives strategies Tax-loss harvesting Wealth management Executive Founder/Business Owner
user avatar

Priya I

Series 66

Dallas, TX

Clare Market Investments, LLC

Priya Intwala is a financial advisor at Clare Market Investments, LLC in Dallas, TX, with 14 years of industry experience. She holds a Series 66 designation and has worked at Clare Market since 2018, following a three-year tenure at Oppenheimer & Co. Inc. Clare Market Investments, LLC provides discretionary investment management and financial planning services for individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a primarily long-term investment approach grounded in fundamental analysis and manages approximately $556 million in discretionary assets across about 206 client relationships.

Options & derivatives strategies Tax-loss harvesting Wealth management Executive Founder/Business Owner
user avatar

Deborah G

CFP®

Dallas, TX

Clare Market Investments, LLC

Deborah Good is a CFP® professional with 11 years of industry experience. She has been with Clare Market Investments, LLC since 2014. Clare Market Investments provides discretionary investment management, financial planning, and selection and oversight of unaffiliated sub-advisors for individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a primarily long-term investment approach based on fundamental analysis, supplemented by technical and cyclical inputs, and manages approximately $556 million in discretionary assets.

Options & derivatives strategies Tax-loss harvesting Wealth management Executive Founder/Business Owner
user avatar

Keith R

Series 63, Series 65

Dallas, TX

Clare Market Investments, LLC

Keith Rhodus is a financial advisor with Clare Market Investments, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Clare Market Investments since 2015. Outside of advisory services, he is involved in insurance sales on a limited basis. Clare Market Investments provides discretionary investment management, financial planning, and oversight of unaffiliated sub-advisors for individuals, high-net-worth clients, families, trusts, estates, and businesses. The firm employs a primarily long-term investment approach based on fundamental analysis, supplemented by technical and cyclical inputs, managing approximately $556 million in discretionary assets.

Options & derivatives strategies Tax-loss harvesting Wealth management Executive Founder/Business Owner
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