# Clarity Asset Management, Inc.

> Clarity Asset Management, Inc. is an SEC-registered investment advisory firm in Ames, IA, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 115699
- Filed as: CLARITY ASSET MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ames, IA
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/115699
- AdvisorCensus page: https://advisorcensus.com/firm/clarity-asset-management-inc-ames-ia-115699

## Quick answers

**How is Clarity Asset Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Clarity Asset Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Clarity Asset Management, Inc. located?**
Clarity Asset Management, Inc.'s principal office is in Ames, IA, according to its Form ADV.

**Is Clarity Asset Management, Inc. registered with the SEC or a state?**
Clarity Asset Management, Inc. is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 115699.

**How much does Clarity Asset Management, Inc. manage?**
Clarity Asset Management, Inc. reports $257,355,061 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (100% discretionary).

**How have Clarity Asset Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Clarity Asset Management, Inc.: Regulatory assets under management: $199,760,553 in the October 2021 data and $257,355,061 in the October 2026 data, up 29%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Clarity Asset Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (182); high net worth individuals (88); charitable organizations (1).

**Which custodians does Clarity Asset Management, Inc. use?**
Clarity Asset Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Clarity Asset Management, Inc. 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/115699

**Does Clarity Asset Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated July 31, 2026 says: "Clarity generally requires a minimum relationship size of $500,000, which may be reduced or waived at the sole discretion of the Advisor."

**What changed in Clarity Asset Management, Inc.'s recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 31, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Clarity generally requires a minimum relationship size of $500,000, which may be reduced or waived at the sole discretion of the Advisor.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $257,355,061
- Discretionary: $257,355,061
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 182 | $87,183,982 |
| High net worth individuals | 88 | $169,647,043 |
| Charitable organizations | 1 | $524,036 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2013 (13 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, IA, MN, NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clarityinvestments.com
- investmentclarity.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $199,760,553 | 5 | May 27, 2021 |
| October 2022 | $227,282,155 | 5 | February 2, 2022 |
| October 2023 | $190,988,983 | 5 | March 21, 2023 |
| October 2024 | $204,271,016 | 5 | July 1, 2024 |
| October 2025 | $222,356,689 | 5 | March 21, 2025 |
| October 2026 | $257,355,061 | 5 | September 18, 2026 |

Regulatory assets under management: $199,760,553 in the October 2021 data and $257,355,061 in the October 2026 data, up 29%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $222,356,689 to $257,355,061 (+16%).
- Registered or notice-filed in AZ, MN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clarity Asset Management, Inc. (CRD 115699): Form ADV filing data as of October 2026.