Clarity Financial Planners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Clayton, MO. Its latest Form ADV filing, dated March 31, 2026, reports $132M in regulatory assets under management, 2 employees, and 213 accounts.
Assets Under Management
$132M
Employees
2
Offices
--
Total Clients
38
Primary office
CLAYTON, MO
168 N. MERAMEC AVENUE, SUITE 150, CLAYTON, MO, United States
Top client segmentHNWI represent 68.4% of total clients.
Top client categories% of clientsClients
1
HNWI
68.4%
26
2
Individuals
31.6%
12
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$132Mas of March 31, 2026
Discretionary99.6%
$132M
100% of total RAUM99.6%
Non-discretionary0.4%
$531K
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$132M
Total Accounts213
10Y AUM Change+$108M (+443.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee19:1
10Y Employee Change0 (0.0%)
* 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.