Clarity Capital Advisors LLC

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Assets, Funds, Holdings

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Clarity Capital Advisors LLC
CRD #282405
SEC #801-120316
CIK #0002011219
AUM $324.3 M (2025-01-27)
Employees 2 (100% Investors, 0% Brokers)
Phone800-345-4635
Address9040 Town Center Parkway
Lakewood Ranch, FL 34202
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($M)
3502802101407002011201620212026
Sector Form 13F Holdings Value ($M)
Apple Inc 2.5
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
180144108723602022202320242026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 10 5.8
(b) Individuals (high net worth individuals) 49 276.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 12 42.3
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 262 324.3
By Discretionary
Discretionary 259 313.6
Non-Discretionary 3 10.7
Total 262 324.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 324.3
Total 262 324.3
EDGAR Form CIK 2011 - 2025
13F-HR [0002011219]
Comparable Firms State AUM ($B)
BDFS Capital LLC
DE 0.3
Essential Partners LLC
CA 0.3
Financial Advisory Partners LLC
FL 0.3
Carter Financial Group Inc
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Busey Capital Management Inc
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BDT & Associates Inc
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Cosner Financial Group LLC
CO 0.3
KNOW Your Options LLC
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Fields Gottscho Capital Management LLC
VA 0.3
Richard W Paul & Associates LLC
MI 0.3
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