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| Happy Holidays!! thanks for using AUM13F!! |
| Clarity Financial LLC
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| CRD # | 150661 |
| SEC # | 801-77832 |
| CIK # | 0001751340, 0001862145, 0001901778 |
| AUM | $1.5 B (2025-07-17) |
| Employees | 15 (100% Investors, 0% Brokers) |
| Phone | 281-501-1791 |
| Address | 11750 Katy Freeway Houston, TX 77079 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001751340 0001862145 0001901778 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 37.6 | ||
| Microsoft Corp | 34.6 | ||
| Costco Wholesale Corp /NEW | 33.2 | ||
| Alphabet Inc | 32.8 | ||
| Palantir Technologies Inc | 30.3 | ||
| Lilly Eli & Co | 28.6 | ||
| Nvidia Corp | 24.9 | ||
| Amazon Com Inc | 24.7 | ||
| GE Vernova Inc | 24.5 | ||
| Palo Alto Networks Inc | 22.4 | ||
| Procter & Gamble Co | 21.9 | ||
| Duke Energy Corp | 19.9 | ||
| Wal Mart Stores Inc | 16.9 | ||
| VISA Inc | 16.8 | ||
| J P Morgan Chase & Co | 15.5 | ||
| Exxon Mobil Corp | 15.3 | ||
| Oneok Inc /New/ | 15.0 | ||
| Annaly Capital Management Inc | 14.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 806 | 347.3 |
| (b) Individuals (high net worth individuals) | 364 | 1,171.1 |
| (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 | 21 | 11.6 |
| (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 | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 3,581 | 1,530.5 |
| By Discretionary | ||
| Discretionary | 3,441 | 1,437.7 |
| Non-Discretionary | 140 | 92.8 |
| Total | 3,581 | 1,530.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,530.5 | |
| Total | 3,581 | 1,530.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001751340] | |
| 13F-HR | [0001862145] | |
| D | [0001901778] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Raymond James USA Ltd
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|
1.5 | |
|
ISC Advisors Inc
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|
TX | 1.5 |
|
Flexible Plan Investments Ltd
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|
MI | 1.5 |
|
Pinnacle Pension Consultants LLC
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|
MA | 1.5 |
|
Weatherly Asset Management LP
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|
CA | 1.5 |
|
Analyst Portfolio Management Ltd
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|
1.5 | |
|
M Financial Asset Management Inc
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|
OR | 1.5 |
|
SHP Wealth Management LLC
✚
|
MA | 1.5 |
|
Cary Street Partners Asset Management LLC
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|
VA | 1.5 |
|
Clearwater Capital Advisors LLC
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|
IL | 1.5 |