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CLARITY CAPITAL MANAGEMENT LLC

Advisory

OR

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in OR
#252
of 305 advisers by AUM
Average account
$183K
across 461 accounts
AUM per adviser
$42M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$84M
Discretionary %
100%
Clients
100
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$84M
Discretionary AUM$84M
Non-Discretionary AUM$315
Discretionary %100%
Total Clients100
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOR, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

LIBERTY CAPITAL INVESTMENT CORPORATION
PORTLAND, OR
$84M
SEAGRASS FINANCIAL, LLC
$86M
MILLER FINANCIAL GROUP, LLC
PORTLAND, OR
$83M
+4.5% 1Y
ELLIOTT-LEDGERWOOD & COMPANY
KLAMATH FALLS, OR
$86M
-0.3% 1Y
BRIGHTWOOD VENTURES, LLC
$81M
SETTLEMENT CAPITAL ADVISORS, LLC
WEST LINN, OR
$88M

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