# 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.

- CRD: 282405
- Filed as: CLARITY CAPITAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lakewood Ranch, FL
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282405
- AdvisorCensus page: https://advisorcensus.com/firm/clarity-capital-advisors-llc-lakewood-ranch-fl-282405

## Quick answers

**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).

**How much does Clarity Capital Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated February 3, 2026 states: Flat fee: $9,000 a year (continuous asset management and financial planning services); Flat fee: up to $25,000 (retirement plan consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**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

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 3, 2026)

- Account minimum: None

> We do not have a minimum account size requirement.

- Flat fee: $9,000 a year (continuous asset management and financial planning services)

> Our firm’s fees are an annual flat fee of $9,000 for continuous asset management and financial planning services, not to exceed 2% of assets under management.

- Flat fee: up to $25,000 (retirement plan consulting services)

> Our firm’s fees are on a flat fee basis with a maximum of $25,000 for retirement plan consulting services based on the following criteria:

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $4,372,082 |
| High net worth individuals | 55 | $356,503,191 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $45,464,497 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NE, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $119,000,000 | 2 | August 13, 2021 |
| October 2022 | $219,986,830 | 2 | August 10, 2022 |
| October 2023 | $236,091,681 | 2 | September 15, 2023 |
| October 2024 | $294,046,641 | 2 | August 20, 2024 |
| October 2025 | $324,264,643 | 2 | January 27, 2025 |
| October 2026 | $406,339,770 | 2 | February 3, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $324,264,643 to $406,339,770 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clarity Capital Advisors, LLC (CRD 282405): Form ADV filing data as of October 2026.