Claritas Capital is an SEC registered investment adviser organized as a corporation with a primary office location in Nashville, TN. Its latest Form ADV filing, dated March 30, 2026, reports $814M in regulatory assets under management, 10 employees, and 108 accounts.
Assets Under Management
$814M
Employees
10
Offices
--
Total Clients
108
Primary office
NASHVILLE, TN
30 BURTON HILLS BLVD, SUITE 500, NASHVILLE, TN, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
108
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$814Mas of March 30, 2026
Discretionary100.0%
$814M
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$814M
Total Accounts108
10Y AUM Change+$84M (+11.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee11:1
10Y Employee Change-3 (-23.1%)
* 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.