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Clarity Capital Advisors, LLC

Lakewood Ranch, FLSEC-registered investment adviserCRD 282405

Filed as CLARITY CAPITAL ADVISORS, LLC

Clarity Capital Advisors, LLC is an SEC-registered investment advisory firm in Lakewood Ranch, FL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.

5 years
registered since 2021
$406,339,770
assets under management
1 arrangement
Fixed fees
None
disclosure items (Item 11)

Quick answers

From the filing

How is Clarity Capital Advisors, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Clarity Capital Advisors, LLC reports these compensation arrangements: fixed fees (other than subscription fees).

Where is Clarity Capital Advisors, LLC located?

Clarity Capital Advisors, LLC's principal office is in Lakewood Ranch, FL, according to its Form ADV.

Is Clarity Capital Advisors, LLC registered with the SEC or a state?

Clarity Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 282405.

How much does Clarity Capital Advisors, LLC manage?

Clarity Capital Advisors, LLC reports $406,339,770 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (100% discretionary).

How have Clarity Capital Advisors, LLC's assets and staff changed since 2021?

In the Form ADV data for Clarity Capital Advisors, LLC: Regulatory assets under management: $119,000,000 in the October 2021 data and $406,339,770 in the October 2026 data, up 241%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Clarity Capital Advisors, LLC serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (55); pension and profit sharing plans (but not the plan participants or government pension plans) (11); individuals (other than high net worth individuals) (8).

Which custodians does Clarity Capital Advisors, LLC use?

Clarity Capital Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

Does Clarity Capital Advisors, LLC 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/282405

Does Clarity Capital Advisors, LLC state an account minimum?

Its Form ADV Part 2A brochure dated February 3, 2026 says: "We do not have a minimum account size requirement."

What changed in Clarity Capital Advisors, LLC's recent Form ADV filings?

In the March 2026 filing data: Regulatory assets under management went from $324,264,643 to $406,339,770 (+25%).

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
  • 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

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: None

The brochure's wording
We do not have a minimum account size requirement.

As stated in the firm's Form ADV Part 2A brochure dated February 3, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$406,339,770

$406,339,770 as of October 2026, filing dated February 3, 2026.

Discretionary: $406,339,770.Non-discretionary: $0.

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 8 Assets $4,372,082 (1%)
High net worth individuals
Clients 55 Assets $356,503,191 (88%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 11 Assets $45,464,497 (11%)

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
  • Pension consulting services

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2021 (5 years)
Employees
Total: 2. Performing investment advisory functions: 2.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

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.

States registered or notice-filed
5 states or jurisdictions
CAFLNENYTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$119M 2021 $220M 2022 $236M 2023 $294M 2024 $324M 2025 $406M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$406,339,7702February 3, 2026
October 2025$324,264,6432January 27, 2025
October 2024$294,046,6412August 20, 2024
October 2023$236,091,6812September 15, 2023
October 2022$219,986,8302August 10, 2022
October 2021$119,000,0002August 13, 2021

Regulatory assets under management: $119,000,000 in the October 2021 data and $406,339,770 in the October 2026 data, up 241%.

Total employees: 2 in October 2021 and 2 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. March 2026
    • Regulatory assets under management went from $324,264,643 to $406,339,770 (+25%).

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
claritycapitaladvisors.com

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 Capital Advisors, LLC (CRD 282405): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/clarity-capital-advisors-llc-lakewood-ranch-fl-282405