LAKEWOOD RANCH, FLCRD 282405Latest ADV February 3, 2026
Clarity Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lakewood Ranch, FL. Its latest Form ADV filing, dated February 3, 2026, reports $406M in regulatory assets under management, 2 employees, and 274 accounts.
Assets Under Management
$406M
Employees
2
Offices
--
Total Clients
74
Primary office
LAKEWOOD RANCH, FL
9040 TOWN CENTER PARKWAY, LAKEWOOD RANCH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 74.3% of total clients.
Top client categories% of clientsClients
1
HNWI
74.3%
55
2
Pension Plans
14.9%
11
3
Individuals
10.8%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$406Mas of February 3, 2026
Discretionary100.0%
$406M
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.
Total AUM$406M
Total Accounts274
10Y AUM Change+$287M (+241.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee37:1
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.