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CLARITY FINANCIAL ADVISORS LLC

ST. PETERSBURG, FL · CRD 323321 · IAPD ↗ · theclarityfinancial.com · (816) 786-5031

$149.5MRegulatory AUM
6Advisory reps
9Employees
0Clients
251-500Planning clients
0Private funds
28States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
October 2026 — CLARITY FINANCIAL ADVISORS LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
July 2026 — CLARITY FINANCIAL ADVISORS LLC added office(s): 4 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2026 — CLARITY FINANCIAL ADVISORS LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
April 2026 — CLARITY FINANCIAL ADVISORS LLC reported RAUM up 50% ($99.9M -> $149.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
February 2026 — CLARITY FINANCIAL ADVISORS LLC added office(s): 1 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
February 2026 — CLARITY FINANCIAL ADVISORS LLC notice-filed in AL, AR, CT, GA, IL, KS, KY, MO, NE, NJ, NM, PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
February 2026 — CLARITY FINANCIAL ADVISORS LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
March 2025 — CLARITY FINANCIAL ADVISORS LLC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
58
April 2024 — CLARITY FINANCIAL ADVISORS LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
66
April 2024 — CLARITY FINANCIAL ADVISORS LLC reported RAUM up 56% ($51.2M -> $79.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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