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Clarity Advisors Group, Inc.

Redlands, CAState-registered investment adviserCRD 308324

Filed as CLARITY ADVISORS GROUP, INC.

Clarity Advisors Group, Inc. is a state-registered investment advisory firm in Redlands, CA, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 9, 2026.

6 years
registered since 2020
$2,829,509
assets under management
2 arrangements
Percentage of assets, Fixed fees
2
disclosure items (Item 11)

Quick answers

From the filing

How is Clarity Advisors Group, Inc. compensated?

On its Form ADV (Item 5.E, October 2026), Clarity Advisors Group, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

Where is Clarity Advisors Group, Inc. located?

Clarity Advisors Group, Inc.'s principal office is in Redlands, CA, according to its Form ADV.

Is Clarity Advisors Group, Inc. registered with the SEC or a state?

Clarity Advisors Group, Inc. is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 308324.

How much does Clarity Advisors Group, Inc. manage?

Clarity Advisors Group, Inc. reports $2,829,509 in regulatory assets under management in its Form ADV filing dated June 9, 2026 (0% discretionary).

What types of clients does Clarity Advisors Group, Inc. serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5).

Does Clarity Advisors Group, Inc. report any disciplinary disclosures?

Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.G (pending regulatory proceeding) and 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/308324

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$2,829,509

$2,829,509 as of October 2026, filing dated June 9, 2026.

Discretionary: $0.Non-discretionary: $2,829,509.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 5 Assets $2,829,509 (100%)
High net worth individuals
Clients 0 Assets Not reported
Banking or thrift institutions
Clients 0 Assets Not reported
Investment companies
Clients 0 Assets Not reported
Business development companies
Clients 0 Assets Not reported
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets Not reported
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets Not reported
Charitable organizations
Clients 0 Assets Not reported
State or municipal government entities (including government pension plans)
Clients 0 Assets Not reported
Other investment advisers
Clients 0 Assets Not reported
Insurance companies
Clients 0 Assets Not reported
Sovereign wealth funds and foreign official institutions
Clients 0 Assets Not reported
Corporations or other businesses not listed above
Clients 0 Assets Not reported
Other
Clients 0 Assets Not reported

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2020 (6 years)
Employees
Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
CA

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

2 Reports 2 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

  • 11.G Is the firm or an advisory affiliate now the subject of a regulatory proceeding that could result in a yes answer to any part of 11.C, 11.D, or 11.E?

Civil court matters Item 11.H

  • 11.H(2) Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Clarity Advisors Group, Inc. (CRD 308324): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/clarity-advisors-group-inc-redlands-ca-308324