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CLARITY FINANCIAL DESIGN LLC

Advisory

SARASOTA, FL

Data as of Aug 6, 2026 · Source: SEC Form ADV

Rank in FL
#1,605
of 2,610 advisers by AUM
Average account
$384K
across 134 accounts
AUM per adviser
$51M
1 advisers

Source: SEC Form ADV. Figures as filed Aug 6, 2026.

Total AUM
$51M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$51M
Discretionary AUM$51M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients39
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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