Hedge Fund Database

CLARITY CAPITAL ADVISORS, LLC

Adviser information for CLARITY CAPITAL ADVISORS, LLC last updated from Form ADV on January 31st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 263 $272.9M
Non-Discretionary 3 $21.2M
Total 266 $294.0M

Clients

Type Number RAUM
Individuals 5 $1.8M
HNW Individuals 54 $241.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 13 $51.2M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation Fixed fees

Identifiers

SEC RIA File Number 801-120316
SEC ERA File Number 801-120316
SEC CIK Numbers 2011219
SEC CRD Numbers 282405
Legal Entity Identifier None

Principal Office

9040 TOWN CENTER PARKWAY
LAKEWOOD RANCH
FL
United States
Monday - Friday, 9:00AM - 4:00PM
Tel: (800) 345-4635, Fax: None

Websites

www.claritycapitaladvisors.com

Chief Compliance Officer

JAY D. FRANKLIN
MANAGING MEMBER, CHIEF INVESTMENT OFFICER
9040 TOWN CENTER PARKWAY
LAKEWOOD RANCH
FL
United States
Tel: (800) 345-4635
(Full email address available in API data)

Regulatory Contact

CHERI A. FRANKLIN
PRESIDENT, MANAGING MEMBER
9040 TOWN CENTER PARKWAY
LAKEWOOD RANCH
FL
United States
Tel: (800) 345-4635
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
FRANKLIN, CHERI, ADA Individual – MANAGING MEMBER 02/2016 50-75%
FRANKLIN, JAY, DAVID Individual – MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 02/2015 25-50%

No. Employees, Historic

1050202120222023202420252 on 1/13/20212 on 1/13/20212 on 1/14/20212 on 3/22/20212 on 3/25/20212 on 6/21/20212 on 6/21/20212 on 8/13/20212 on 8/13/20212 on 8/13/20212 on 2/24/20222 on 3/3/20222 on 8/10/20222 on 1/6/20232 on 9/15/20232 on 10/11/20232 on 1/31/2024

RAUM, Historic

300M150M020212022202320242025119000000 on 1/13/2021119000000 on 1/13/2021119000000 on 1/14/2021119000000 on 3/22/2021119000000 on 3/25/2021119000000 on 6/21/2021119000000 on 6/21/2021119000000 on 8/13/2021119000000 on 8/13/2021119000000 on 8/13/2021219986830 on 2/24/2022219986830 on 3/3/2022219986830 on 8/10/2022236091681 on 1/6/2023236091681 on 9/15/2023236091681 on 10/11/2023294046641 on 1/31/2024

No. Clients, Historic

804002021202220232024202539 on 1/13/202139 on 1/13/202139 on 1/14/202139 on 3/22/202139 on 3/25/202139 on 6/21/202139 on 6/21/202139 on 8/13/202139 on 8/13/202139 on 8/13/202154 on 2/24/202254 on 3/3/202254 on 8/10/202265 on 1/6/202365 on 9/15/202365 on 10/11/202372 on 1/31/2024

Holdings

From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ALPHABET INC CAP STK CL C 442K 2K –
AMAZON COM INC COM 303K 2K –
AMERICAN CENTY ETF TR AVANTIS EMGMKT 1M 23K –
AMERICAN CENTY ETF TR US EQT ETF 11M 122K –
AMERICAN CENTY ETF TR INTL EQT ETF 6M 102K –
APPLE INC COM 3M 13K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 3M 8K –
CALAMOS CONV & HIGH INCOME F COM SHS 140K 13K –
CONSOLIDATED EDISON INC COM 332K 4K –
DBX ETF TR XTRACK MSCI EAFE 237K 6K –
DIMENSIONAL ETF TRUST US EQUITY ETF 3M 56K –
DIMENSIONAL ETF TRUST US CORE EQT MKT 10M 254K –
DIMENSIONAL ETF TRUST INTERNATNAL VAL 853K 24K –
DIMENSIONAL ETF TRUST US TARGETED VLU 242K 5K –
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 1M 57K –
DIMENSIONAL ETF TRUST INTL SMALL CAP E 210K 9K –
DIMENSIONAL ETF TRUST WORLD EX US CORE 1M 45K –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 1M 19K –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 3M 69K –
DIMENSIONAL ETF TRUST INTL CORE EQT MK 5M 162K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 2M 76K –
DIMENSIONAL ETF TRUST INTL SMALL CAP V 238K 9K –
INVESCO QQQ TR UNIT SER 1 627K 1K –
ISHARES TR CORE S&P SCP ETF 312K 3K –
ISHARES TR S&P 500 GRWT ETF 359K 4K –
ISHARES TR CORE S&P500 ETF 3M 5K –
ISHARES TR S&P 500 VAL ETF 659K 4K –
ISHARES TR CORE S&P MCP ETF 640K 11K –
ISHARES TR CORE MSCI INTL 445K 7K –
ISHARES TR MSCI USA MIN VOL 213K 3K –
MICROSOFT CORP COM 436K 975 –
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 493K 14K –
SCHWAB STRATEGIC TR INTERNL DIVID 367K 16K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 430K 16K –
SCHWAB STRATEGIC TR US LCAP GR ETF 729K 7K –
SCHWAB STRATEGIC TR FUNDAMENTAL US L 778K 12K –
SCHWAB STRATEGIC TR US BRD MKT ETF 210K 3K –
SCHWAB STRATEGIC TR US SML CAP ETF 465K 10K –
SCHWAB STRATEGIC TR US MID-CAP ETF 269K 3K –
SCHWAB STRATEGIC TR FUNDAMENTAL US S 584K 11K –
SCHWAB STRATEGIC TR FUNDAMENTAL EMER 485K 16K –
SCHWAB STRATEGIC TR US LRG CAP ETF 1M 16K –
SCHWAB STRATEGIC TR INTL EQTY ETF 570K 15K –
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 257K 7K –
SELECT SECTOR SPDR TR FINANCIAL 269K 7K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 302K 8K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 307K 9K –
SPDR S&P 500 ETF TR TR UNIT 3M 5K –
SPDR SER TR PRTFLO S&P500 VL 389K 8K –
TELEDYNE TECHNOLOGIES INC COM 233K 600 –
VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 402K 4K –
VANGUARD BD INDEX FDS INTERMED TERM 3M 47K –
VANGUARD BD INDEX FDS SHORT TRM BOND 5M 68K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 485K 7K –
VANGUARD INDEX FDS REAL ESTATE ETF 2M 20K –
VANGUARD INDEX FDS SM CP VAL ETF 1M 6K –
VANGUARD INDEX FDS MID CAP ETF 520K 2K –
VANGUARD INDEX FDS EXTEND MKT ETF 393K 2K –
VANGUARD INDEX FDS LARGE CAP ETF 598K 2K –
VANGUARD INDEX FDS VALUE ETF 4M 26K –
VANGUARD INDEX FDS MCAP VL IDXVIP 213K 1K –
VANGUARD INDEX FDS GROWTH ETF 3M 9K –
VANGUARD INDEX FDS S&P 500 ETF SHS 4M 8K –
VANGUARD INDEX FDS TOTAL STK MKT 10M 36K –
VANGUARD INDEX FDS SMALL CP ETF 472K 2K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 340K 6K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 1M 27K –
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 548K 5K –
VANGUARD MALVERN FDS STRM INFPROIDX 7M 137K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 791K 14K –
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 663K 11K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 1M 14K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 1M 15K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 265K 1K –
VANGUARD STAR FDS VG TL INTL STK F 2M 37K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 6M 112K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 1M 11K –
WISDOMTREE TR US MIDCAP DIVID 250K 5K –