RIA Intel›Advisers›Indiana›CLARITY FINANCIAL ORGANIZATION, LLC

CLARITY FINANCIAL ORGANIZATION, LLC

Advisory

BOONVILLE, IN

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$255K

across 102 accounts

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$26M

Discretionary AUM$26M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients102

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

102 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in IN

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

WASHINGTON & SCOVILLE, LLC

INDIANAPOLIS, IN

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PATTON MARK ALLEN

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$26M

JCD INVESTMENTS, LLC

$26M

G.M. WILSON, PRIVATE WEALTH MANAGEMENT GROUP

$26M

SAMEX CAPITAL ADVISORS, LLC

$27M

ICON WEALTH MANAGEMENT, INC.

INDIANAPOLIS, IN

$27M

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