# Claritas Capital

> Claritas Capital is an SEC-registered investment advisory firm in Nashville, TN, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 329689
- Filed as: CLARITAS CAPITAL
- Legal name: Claritas Capital Management Services, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Nashville, TN
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329689
- AdvisorCensus page: https://advisorcensus.com/firm/claritas-capital-nashville-tn-329689

## Quick answers

**How is Claritas Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Claritas Capital reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Claritas Capital located?**
Claritas Capital's principal office is in Nashville, TN, according to its Form ADV.

**Is Claritas Capital registered with the SEC or a state?**
Claritas Capital is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329689.

**How much does Claritas Capital manage?**
Claritas Capital reports $813,963,893 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Claritas Capital's assets and staff changed since 2024?**
In the Form ADV data for Claritas Capital: Regulatory assets under management: $729,551,009 in the October 2024 data and $813,963,893 in the October 2026 data, up 12%. Total employees: 13 in October 2024 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Claritas Capital serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (108).

**Does Claritas Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329689

**What changed in Claritas Capital's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $699,612,480 to $813,963,893 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $813,963,893
- Discretionary: $813,963,893
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Banking or thrift institutions | Fewer than 5 | $24,111,154 |
| Pooled investment vehicles (other than investment companies and business development companies) | 108 | $789,852,739 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 10 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- claritascapital.com
- LinkedIn @claritas-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $729,551,009 | 13 | May 1, 2024 |
| October 2025 | $699,612,480 | 13 | May 6, 2025 |
| October 2026 | $813,963,893 | 10 | March 30, 2026 |

Regulatory assets under management: $729,551,009 in the October 2024 data and $813,963,893 in the October 2026 data, up 12%.
Total employees: 13 in October 2024 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $699,612,480 to $813,963,893 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Claritas Capital (CRD 329689): Form ADV filing data as of October 2026.