invest@clearrockadvisors.com
512.735.0222

Who We Are

We are clear in our mission of managing wealth for generations. Our personalized and complete wealth management services are derived from customized strategies our own families have used to manage multi-generational wealth.

Clear thinking. Strong values.

Our namesake comes from the Hall Family’s Clear Rock Ranch, which is the inspiration for how our company was designed and functions.  For generations, it has been a special place for family and friends to be together.  At Clear Rock, the truth is always spoken, and values, ideas and knowledge are openly shared between generations. Removed from modern life’s distractions and noise, Clear Rock has been a place to think clearly while knowing a clear mind makes the best decisions.

Clear Rock’s financial experts strive to embody the strength, values and knowledge shared at the Clear Rock Ranch. By building authentic relationships with our clients, we can preserve family legacies while empowering future generations.

Our Leadership

Charles Hall
Charles F. Hall, Jr.
Chairman

Chuck provides strategic leadership and directs client strategy. Prior to founding Clear Rock Advisors, he served as Director of Private Client Services for Matterhorn Capital. Prior, he served as Director of Fixed Income at South Texas Money Management, and as Vice Chairman of the Board, Chief Executive Officer & Chief Investment Officer of Maxim Bank prior to the bank’s acquisition by Amegy Bank. Chuck is a 2013 recipient of the University of Houston – Clear Lake Distinguished Alumni Award.

Chuck earned an MBA from the University of Houston-Clear Lake and a BBA in finance from Texas State University.

Send an email to Charles F. Hall, Jr.

Ty Sanders
Ty Sanders
Chief Executive Officer

Ty provides strategic leadership and operational management. Prior to founding Clear Rock Advisors, he served as Director of Institutional Services for Matterhorn Capital, served as the Director of Wealth Management Services for Covenant Multifamily Offices, Partner and Director of Sales & Marketing for Smith Group Asset Management and Evermore Global Advisors. He also previously served as Regional Director for Envestnet Asset Management and Lockwood Financial Services.

Ty received his MBA from Texas State University and undergraduate degree from Ohio State University.

Send an email to Ty Sanders

Royce Medlin
Royce W. Medlin, CFA, CAIA
Chief Investment Officer

Royce provides investment strategy and communication, global asset allocation, manager due diligence and portfolio construction. Prior to founding Clear Rock Advisors, he served as Director of Capital Advisory Group at Lazard Asset Management. He also previously served as Partner and Director of Portfolio Management of Smith Group Asset Management, President of Belmont Wealth Management, and Senior Portfolio Manager of US Trust.

Royce received an MBA from Texas Christian University and a BS in International Trade from Texas Tech University.

Send an email to Royce W. Medlin

Elizabeth Sullivan
Elizabeth Youmans
Director of Operations

Elizabeth manages all operational and administrative functions. Prior to joining Clear Rock Advisors, she served as Director of Operations for STMM, where she supervised client operations and transitions teams. Prior, she was Assistant VP at Wellington Management, where she oversaw the investment operations team. Elizabeth began her career as Senior Fund Accountant at PFPC and then State Street.

She earned her Masters of Finance from Northeastern University and undergraduate from Bridgewater State. She holds a Certificate of Business Analysis from UT Austin.

Send an email to Elizabeth Youmans

Why Clear Rock?

Clear Rock is a seasoned team of investment professionals fully committed to providing our clients superior personalized wealth management advice.