RIA Intel›Advisers›Florida›CLARITY FINANCIAL ADVISORS LLC

CLARITY FINANCIAL ADVISORS LLC

Advisory

N·ST. PETERSBURG, FL

Data as of Mar 12, 2026 · Source: SEC Form ADV

Total AUM
$150M
1-Year AUM Growth
0.0%
3-Year CAGR
+15.6%
Employees
5
Assets Under Management
Total AUM$150M
Discretionary AUM$150M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients862
Team
Total Employees5
Investment Advisers8
Employee Growth (1Y)-20.0%
Filing History
Total Filings on Record10
First FilingSep 22, 2022
Latest FilingMar 12, 2026
🔒 Full AUM trend chart and 10 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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