Overview
Assets Under Management: $324 million
Headquarters: LAKEWOOD RANCH, FL
High-Net-Worth Clients: 49
Average Client Assets: $6 million
Frequently Asked Questions
CLARITY CAPITAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282405), CLARITY CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
CLARITY CAPITAL ADVISORS, LLC is headquartered in LAKEWOOD RANCH, FL.
CLARITY CAPITAL ADVISORS, LLC serves 49 high-net-worth clients according to their SEC filing dated January 27, 2025. View client details ↓
According to their SEC Form ADV, CLARITY CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CLARITY CAPITAL ADVISORS, LLC manages $324 million in client assets according to their SEC filing dated January 27, 2025.
According to their SEC Form ADV, CLARITY CAPITAL ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.16
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 262
Discretionary Accounts: 259
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 282405
Last Filing Date: 2025-01-27 00:00:00
Website: https://clarityca.com