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CLARITY FINANCIAL ADVISORS LLC
CRD 323321 · SEC 801-126778
260 1ST AVE S., ST. PETERSBURG, FL, 33710, United States
Phone
(816) 786-5031
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$149.5M
Discretionary AUM
$149.5M
Team
8 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 964 | $112.2M |
| High net worth individuals | 21 | $31.6M |
| Pension/profit sharing plans | 6 | $4.7M |
| Charitable organizations | 1 | $1.0M |
States served
AL, AR, CA, DE, GA, IL, KS, KY, LA, ME, MD, MS, NE, NJ, NM, NY, NC, OR, PA, PR, TN, VA, WV, MO, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD