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 $406.3 M (2026-02-03)
Employees 2 (100% Investors, 0% Brokers)
Phone800-345-4635
Address9040 Town Center Parkway
Lakewood Ranch, FL 34202
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
4503602701809002010201520212027
Sector Form 13F Holdings Value ($M)
Apple Inc 2.9
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
2502001501005002024202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 8 4.4
(b) Individuals (high net worth individuals) 55 356.5
(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 11 45.5
(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 274 406.3
By Discretionary
Discretionary 274 406.3
Non-Discretionary 0 0.0
Total 274 406.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 406.3
Total 274 406.3
EDGAR Form CIK 2011 - 2026
13F-HR [0002011219]
Comparable Firms State AUM ($B)
Compass Financial Services Inc
IA 0.4
Wealthcare Capital Partners LLC
PA 0.4
Jr Prunier Capital Management LLC
MA 0.4
Womack Wealth Management Inc
CA 0.4
Tumwater Wealth Management LLC
ID 0.4
Kingsmark Private Financial Advisors LLC
GA 0.4
Ballast Rock Private Wealth LLC
SC 0.4
Northland Securities Inc
MN 0.4
Evergreen Wealth Partners LLC
MT 0.4
Altus Wealth Management LLC
KY 0.4
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