CLARITY FINANCIAL PLANNERS
CLARITY FINANCIAL PLANNERS, LLC Legal Name
Adviser information for CLARITY FINANCIAL PLANNERS last updated from Form ADV on March 28th, 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 | Missouri, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| 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 | 182 | $109.5M |
| Non-Discretionary | 3 | $1.7M |
| Total | 185 | $111.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 13 | $2.7M |
| HNW Individuals | 23 | $106.9M |
| 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 | 0 | $0 |
| 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 | <5 | $1.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-130103 |
|---|---|
| SEC ERA File Number | 801-130103 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 277114 |
| Legal Entity Identifier | None |
Principal Office
168 N. MERAMEC AVENUESUITE 150
CLAYTON
MO
United States
Monday - Friday, 8:30 AM-5:30 PM
Tel: 314-548-2260, Fax: None
Chief Compliance Officer
SHANNON F. MOENKHAUS
FOUNDING MEMBER
168 N. MERAMEC AVENUE
SUITE 150
CLAYTON
MO
United States
Tel:
314-548-2260
S****************@***************************M
(Full email address available in API data)
Regulatory Contact
KINGSTON HOLLMAN
COMPLIANCE CONSULTANT
MINNESOTA ST. SUITE 500
428
SAINT PAUL
MN
United States
Tel:
6306318279
K*******@*****************T
(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 |
|---|---|---|---|---|---|
| MOENKHAUS, SHANNON, FAYE | Individual | – | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | 09/2015 | > 75% |