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CLARITY CAPITAL ADVISORS, LLC

LAKEWOOD RANCH, FL · CRD 282405 · IAPD ↗ · claritycapitaladvisors.com · (800) 345-4635

$406.3MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — CLARITY CAPITAL ADVISORS, LLC reported RAUM up 25% ($324.3M -> $406.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
February 2024 — CLARITY CAPITAL ADVISORS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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