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CLARITY CAPITAL PARTNERS

NEWPORT BEACH, CA · CRD 129898 · IAPD ↗ · claritycapitalllc.com · 800-805-7526

$437.7MRegulatory AUM
6Advisory reps
7Employees
3Clients
51-100Planning clients
1Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — CLARITY CAPITAL PARTNERS (NEWPORT BEACH, CA) left the SEC roster (was $437.7M RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
70
April 2025 — CLARITY CAPITAL PARTNERS reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
June 2024 — CLARITY CAPITAL PARTNERS now reports custody of client assets ($254.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.