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 structured as an LLC and SEC-registered in 2021. The firm is owner-operated and serves both individual/family clients and institutional relationships. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is described as fixed fees. Clarity Capital does not identify as an active ESG investor, is not a multi-state adviser per the snapshot, and does not act as a capital allocator.
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
1 of 1JAY FRANKLIN
Chief Investment OfficerCRD 5899203
Contacts
1 of 1CHERI FRANKLIN
PresidentCRD 2012690
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 92Active vs passive
$206M in ETFs
65%
$134M
34%
$72.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $17.4M | 54,228 | 8.43% |
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
Similar firms
RANCH CAPITAL ADVISORS INC.
RIALAKEWOOD RANCH, FL
BASE WEALTH MANAGEMENT
RIALAKEWOOD RANCH, FL
TRUVESTMENTS CAPITAL LLC
RIALAKEWOOD RANCH, FL
LIFESTYLE FREEDOM ADVISORY GROUP, LLC
RIALAKEWOOD RANCH, FL
TRAVER FINANCIAL CONSULTING NETWORK PA
RIALAKEWOOD RANCH, FL
POPE WEALTH MANAGEMENT
RIALAKEWOOD RANCH, FL