RIA Intel›Advisers›New York›CLARITY INVESTMENTS + PLANNING LLC

CLARITY INVESTMENTS + PLANNING LLC

Advisory

N·MOUNT KISCO, NY

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM

$141M

1-Year AUM Growth

+15.7%

3-Year CAGR

+8.0%

Employees

1

Assets Under Management

Total AUM$141M

Discretionary AUM$140M

Non-Discretionary AUM$1M

Discretionary %99.3%

Total Clients89

Team

Total Employees1

Investment Advisers2

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record34

First FilingDec 1, 2008

Latest FilingMar 24, 2026

🔒 Full AUM trend chart and 34 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CLARITY INVESTMENTS + PLANNING LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.