Insights

Boutique scale Small firm footprint (0-1 employees) combined with a full service financial planning capability suggests a high-potential upsell to scale technology, back-office support, and outsourced advisory services as they grow.

Integrated services Offerings span investments, insurance, and financial planning with affiliation nuances to Kestra entities. Position bundled solutions, fiduciary-grade planning, and compliance-aligned platforms to appeal to their client-centric model.

Tech stack leverage Currently using cloud, security, and analytics tools (AWS, S3, Datadog, Piwik) plus marketing/edge delivery (jsDelivr, Facebook). Propose modernization, data integration, and security hardening services to support scalable client service and regulatory readiness.

Growth opportunities Revenue range indicates a small yet scalable business. Target partnerships around advisor recruiting, practice management, and scalable CRM/PLA implementations to accelerate client acquisition and service capacity.

Regulatory adjacency Securities and advisory services through Kestra affiliates with not-fully-affiliated status. Propose compliance, licensing enablement, and operational playbooks to smooth product introduction across states and optimize registered offerings.

Clear Path Advisory, Inc. Tech Stack

Clear Path Advisory, Inc. uses 8 technology products and services including Amazon Web Services, Amazon S3, jsDelivr, and more. Explore Clear Path Advisory, Inc.'s tech stack below.

Amazon Web Services

Cloud Hosting

Amazon S3

Content Delivery Network

jsDelivr

Content Delivery Network

Barracuda Email Protection

Email Security

SWFObject

Miscellaneous

Datadog

Real User Monitoring

Piwik

System Analytics & Monitoring

Facebook

Widgets

Clear Path Advisory, Inc. Email Formats	Example	Percentage
First@clearpathadvisory.com	John@clearpathadvisory.com	86%
FirstL@clearpathadvisory.com	JohnD@clearpathadvisory.com	14%

Clear Path Advisory, Inc. Email Formats

Example

Percentage

First@clearpathadvisory.com

John@clearpathadvisory.com

86%

FirstL@clearpathadvisory.com

JohnD@clearpathadvisory.com

14%

Frequently Asked Questions

What is Clear Path Advisory, Inc.'s phone number?

You can contact Clear Path Advisory, Inc.'s main corporate office by phone at

+1-512-697-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Clear Path Advisory, Inc.'s official website and social media links?

Clear Path Advisory, Inc.'s official website is clearpathadvisory.com and has social profiles on LinkedIn.

How much revenue does Clear Path Advisory, Inc. generate?

As of July 2026, Clear Path Advisory, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Clear Path Advisory, Inc.'s NAICS code?

Clear Path Advisory, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Clear Path Advisory, Inc. have currently?

As of July 2026, Clear Path Advisory, Inc. has approximately 1 employees across 2 continents, including North America and Europe. Key team members include Director Of Insurance: B. O., Director Of Investment Operations: L. H. and Retirement Plan Support Specialist: L. T. Explore Clear Path Advisory, Inc.'s employee directory with LeadIQ.

What industry does Clear Path Advisory, Inc. belong to?

Clear Path Advisory, Inc. operates in the Financial Services industry.

What technology does Clear Path Advisory, Inc. use?

Clear Path Advisory, Inc.'s tech stack includes Amazon Web Services, Amazon S3, jsDelivr, Barracuda Email Protection, SWFObject, Datadog, Piwik and Facebook.

What is Clear Path Advisory, Inc.'s email format?

Clear Path Advisory, Inc.'s email format typically follows the pattern of First@clearpathadvisory.com. Find more Clear Path Advisory, Inc. email formats with LeadIQ.

Clear Path Advisory, Inc.

Q: How many employees does Clear Path Advisory, Inc. have currently?

Clear Path Advisory, Inc. has approximately 1 employees.

Q: What technology does Clear Path Advisory, Inc. use?

Clear Path Advisory, Inc.'s tech stack includes Facebook Pixel, HSTS, Bootstrap, AddThis, ScrollReveal.

Q: What is Clear Path Advisory, Inc.'s NAICS code?

Clear Path Advisory, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesMaryland, United States0-1 Employees

Clear Path Advisory, Inc. is a small financial services firm based in Pikesville, Maryland, offering comprehensive financial planning for individuals, families, and closely held businesses. The practice emphasizes a client-centered approach and leverages experience across investments, insurance, and broader financial planning needs. Securities transactions are conducted through Kestra Investment Services, LLC, and investment advisory services are provided through Kestra Advisory Services, LLC; Clear Path Advisory, Inc. is not affiliated with Kestra IS or Kestra AS.

The information notes that services are available to residents of the United States, with standard disclosures about state registrations and product availability varying by jurisdiction. The firm serves a client base seeking coordinated guidance in financial planning and investments, operating within the regulatory framework governing U.S. financial services.

Insights

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