James Foster Chapman

Employer firm

Clearwater Capital Partners CRD 139886

$1.68B regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 03/2024
  Clearwater Capital Partners, Llc
  Hoffman Estates, IL
• 06/2016 → Present
  Clearwater Capital Partners, Llc
  Hoffman Estates, IL
• 03/2024 → Present
  Clearwater Capital Partners
  Hoffman Estates, IL
• 12/2025 → Present
  Clearwater Capital Partners
  Hoffman Estates, IL

Other Businesses

CLEARWATER CAPITAL INSURANCE, LLC DBA CLEARWATER CAPITAL PARTNERS, LLC, NON-INVESTMENT RELATED, 2800 W HIGGINS ROAD, SUITE 1025, HOFFMAN ESTATES, IL 60169, 5 HOURS PER MONTH AND DURING TRADING HOURS, SALE OF LIFE AND LONG TERM CARE INSURANCE AS PART OF A COMPREHENSIVE FINANCIAL PLAN.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-26