Clarity Financial, LLC

Overview

Clarity Financial, LLC operates as a small independent advisory firm focused on portfolio management for individuals, families and select small-business or institutional relationships. The firm charges fees as a percentage of AUM and also offers hourly and fixed-fee arrangements, which signals flexibility for both ongoing wealth management and project-based financial planning. Investment activity is heavily tilted toward pooled public investment vehicles rather than direct stock-picking or bespoke private investments. Clarity Financial is not positioned as a capital allocator or an active ESG investor; instead it appears to construct client portfolios mainly from mutual funds and other public fund wrappers to deliver diversified exposure across equities and fixed income.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices