Clarity Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Ames, IA. Its latest Form ADV filing, dated March 11, 2026, reports $257M in regulatory assets under management, 5 employees, 5 offices, and 613 accounts.
Assets Under Management
$257M
Employees
5
Offices
5 offices
Total Clients
271
Primary office
AMES, IA
2117 PHILADELPHIA STREET, SUITE 100, AMES, IA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.2% of total clients.
Top client categories% of clientsClients
1
Individuals
67.2%
182
2
HNWI
32.5%
88
3
Charitable
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$257Mas of March 11, 2026
Discretionary100.0%
$257M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$257M
Total Accounts613
10Y AUM Change+$117M (+83.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee54:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.