# Clarity Financial, LLC

> Clarity Financial, LLC is a state-registered investment advisory firm in Tigard, OR, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 170816
- Filed as: CLARITY FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tigard, OR
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170816
- AdvisorCensus page: https://advisorcensus.com/firm/clarity-financial-llc-tigard-or-170816

## Quick answers

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

**Where is Clarity Financial, LLC located?**
Clarity Financial, LLC's principal office is in Tigard, OR, according to its Form ADV.

**Is Clarity Financial, LLC registered with the SEC or a state?**
Clarity Financial, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170816.

**How much does Clarity Financial, LLC manage?**
Clarity Financial, LLC reports $38,269,569 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Clarity Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36); high net worth individuals (15); charitable organizations (3).

**Does Clarity Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170816

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $38,269,569
- Discretionary: $38,269,569
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $13,213,821 |
| High net worth individuals | 15 | $22,662,963 |
| Charitable organizations | 3 | $2,392,785 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clarity.financial
- LinkedIn @clayton-phillips-cfp®-0b61bb1a

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clarity Financial, LLC (CRD 170816): Form ADV filing data as of October 2026.