CLARITY FINANCIAL ADVISORS LLC
Adviser information for CLARITY FINANCIAL ADVISORS LLC last updated from Form ADV on March 18th, 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 | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,816 | $79.9M |
| Non-Discretionary | 0 | $0 |
| Total | 1,816 | $79.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 754 | $50.1M |
| HNW Individuals | 30 | $23.9M |
| 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 | 5 | $2.8M |
| 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 | 17 | $1.9M |
| Other | <5 | $1.2M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-126778 |
|---|---|
| SEC ERA File Number | 801-126778 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 323321 |
| Legal Entity Identifier | None |
Principal Office
260 1ST AVE S.ST. PETERSBURG
FL
United States
Monday - Friday, 8:30AM TO 5:00PM
Tel: (816) 786-5031, Fax: None
Websites
Chief Compliance Officer
TREVOR K. SHULTZ
PRINCIPAL
260 1ST AVE S.
ST. PETERSBURG
FL
United States
Tel:
(816) 786-5031
T*****@**********************M
(Full email address available in API data)
Regulatory Contact
WILLIAM A. ROOT
PRINCIPAL
260 1ST AVE S.
ST. PETERSBURG
FL
United States
Tel:
(816) 786-5031
T***@**********************M
(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 |
|---|---|---|---|---|---|
| Shultz, Trevor, K | Individual | – | MANAGING MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | 09/2022 | 50-75% |
| ROOT, WILLIAM, ANTHONY | Individual | – | MANAGING MEMBER / PRINCIPAL | 09/2022 | 50-75% |