Fee-only fiduciary RIA in Columbus, Ohio: firm facts, published Q&A, 401(k) Scorecard previews
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First seen 4 Oct 2026. One server, whatever directories list it: each directory listing keeps its own page and history.
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Directories
Collected by InvokeRank
6
Tools
From an anonymous probe
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Tools
| Tool | Description | Behaviour |
|---|---|---|
| find_401k_plan | Search the public U.S. Department of Labor Form 5500-SF filings that power the ClearMind 401(k) Scorecard (Ohio 401(k) plans that file the 5500-SF, usually under 100 participants). Search by company or plan name, or by the 9-digit EIN. Returns plan_id values for get_401k_scorecard_preview. | Read-only |
| get_401k_scorecard_preview | Preview of the ClearMind 401(k) Scorecard for one plan: overall 0-100 score, band (Strength, Monitor, Priority), headline, and a short story of the plan, scored from its latest public Form 5500-SF filing. Not an audit or compliance determination. The full five-area breakdown is on the Scorecard page. | Read-only |
| get_booking_options | Booking links and contact details so a person can reach ClearMind Capital themselves. Individuals and families (planning, investments, estate plan) book with the Private Wealth team; business owners and HR leads (401(k), cash balance plans) book with the Workplace Retirement team. This server never submits anyone's information. | Read-only |
| get_firm_overview | Facts about ClearMind Capital LLC, a fee-only fiduciary registered investment adviser in Columbus, Ohio: services, advisers and credentials, fee schedules, custodian, regulatory IDs (CRD), contact details, and links to the Form ADV summary and SEC record. Use for any question about the firm itself. | Read-only |
| list_clarity_corner | List ClearMind Capital's Clarity Corner education library, newest first. Optionally filter by topic or kind (Article, Video, Short, Podcast). Returns titles, summaries, dates, and URLs. | Read-only |
| search_answers | Search ClearMind Capital's published answers and Clarity Corner articles on retirement, Social Security, taxes (including Ohio and Columbus), investing, estate planning and trusts, 401(k) and workplace retirement plans, cash balance plans, and working with a fee-only advisor. Returns the published answer text with its source URL. General education only. | Read-only |
| Directory | Listing | Tier | First seen |
|---|---|---|---|
| Official MCP Registry | ClearMind Capital | - | 4 Oct 2026 |