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| Clarity Financial LLC
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|---|---|
| CRD # | 150661 |
| SEC # | 801-77832 |
| CIK # | 0001751340, 0001901778, 0001862145 |
| AUM | $1.8 B (2026-05-13) |
| Employees | 16 (100% Investors, 0% Brokers) |
| Phone | 281-501-1791 |
| Address | 11750 Katy Freeway Houston, TX 77079 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 56.9 | ||
| Alphabet Inc | 53.7 | ||
| AbbVie Inc | 50.0 | ||
| Amazon Com Inc | 49.9 | ||
| Costco Wholesale Corp /NEW | 49.3 | ||
| Nvidia Corp | 46.9 | ||
| Lilly Eli & Co | 44.0 | ||
| Apple Inc | 43.5 | ||
| Palantir Technologies Inc | 34.6 | ||
| United Technologies Corp /DE/ | 30.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 801 | 369.5 |
| (b) Individuals (high net worth individuals) | 434 | 1,413.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 1 | 0.1 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 11.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 113 | 45.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,969 | 1,840.6 |
| By Discretionary | ||
| Discretionary | 3,862 | 1,764.3 |
| Non-Discretionary | 107 | 76.2 |
| Total | 3,969 | 1,840.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,840.6 | |
| Total | 3,969 | 1,840.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001751340] | |
| 13F-HR | [0001862145] | |
| D | [0001901778] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Retirement Management Systems Inc
✚
|
MD | 1.9 |
|
AXIA Advisory Corp
✚
|
IN | 1.9 |
|
IAG Wealth Partners LLC
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|
WI | 1.9 |
|
Clear Creek Financial Management LLC
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|
WA | 1.9 |
|
Independence Square Holdings LLC
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|
PA | 1.8 |
|
NBC Securities Inc
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|
AL | 1.8 |
|
Cahill Financial Advisors Inc
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|
MN | 1.8 |
|
Greenwood Capital Associates LLC
✚
|
SC | 1.8 |
|
Kaiser Partner Financial Advisors Ltd
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|
1.8 | |
|
Slatestone Wealth LLC
✚
|
FL | 1.8 |