ClearMind Capital

ClearMind Capital provides financial planning and investment advisory services to individuals and high‑net‑worth clients, offering discretionary investment management, ongoing advice‑only planning, and a defined Integrative Wealth Planning engagement. The firm operates on a fee‑only basis and manages about $13.9 million for roughly 25 client relationships with a two‑advisor team.

The firm’s investment process combines fundamental analysis and Modern Portfolio Theory and may use both passive and active funds, Outside Managers, and a mix of stocks, bonds, mutual funds, ETFs, municipal securities, and cash equivalents. Clients can impose written investment restrictions, and Integrative Wealth Planning engagements are typically delivered over a roughly twelve‑month period with an emphasis on values‑based and behavioral decision‑making in addition to traditional planning topics.

Noteworthy for a supported firm, ClearMind Capital is recently formed (founded in late 2024 and registered in early 2025) and operates at a relatively small scale, requiring clients to custody assets on a single platform (Altruist) and implementing trades on an individual rather than block‑trading basis. The firm’s principals include a CFP® designee and have prior broker‑dealer industry experience, and the firm formally separates ongoing advice‑only planning from investment implementation for clients who retain implementation responsibility.