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CLARITY CAPITAL ADVISORS

Business and Investment Profile

The CLARITY CAPITAL ADVISORS is a privately held investment adviser that advises $406.34mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CLARITY CAPITAL ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 241.46% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 5.47 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 9040 TOWN CENTER PARKWAY, LAKEWOOD RANCH, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 2 employees comprised of 2 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.

Asset Profile

Their $406.34mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 11 other accounts. Assets of High Net Worth Individuals clients own $356.5mn or 87.74% of Total Assets and Pension and Profit Sharing Plans-Private own $45.46mn or 11.19% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 3 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees.

Sub-Advisers

CLARITY CAPITAL ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: CLARITY CAPITAL ADVISORS

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Keywords: Clarity Capital Advisors, Clarity
Generated 2026-09-12T06:50:52.6128954.  © 2026 Convergence.