Clarity Capital Advisors, LLC
Firm details
- Headquarters
- Lakewood Ranch, Florida
- CRD number
- 282405
- Registered since
- February 12, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI87.74%
- Pension & Profit Sharing Plans11.19%
- Individuals1.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Clarity Capital Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm is owned by an individual and serves both individual/family and institutional clients. Its fee model is fixed fees, and the firm lists financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory offerings. Clarity Capital does not identify as an active ESG investor and is not positioned as a capital allocator; it relies on externally managed solutions for alternative exposure.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Cash & Cash Equivalents13%
- Exchange Traded Equities4%
- US Government Bonds3%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$229M in ETFs
66%
$151M
33%
$78.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $21.5M | 57,573 | 9.40% |
Location
Lakewood Ranch, FL
Manatee
Location
Lakewood Ranch, FL
Headquartered in Lakewood Ranch, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Manatee
- Address
- 9040 Town Center Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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