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CLARITAS CAPITAL

NASHVILLE, TN · CRD 329689 · IAPD ↗ · claritascapital.com · 615-690-7179

$814.0MRegulatory AUM
6Advisory reps
10Employees
0Clients
n/aPlanning clients
108Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

83
June 2024 — CLARITAS CAPITAL (NASHVILLE, TN) is newly SEC-registered with $729.6M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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