# Clarity Financial Organization, LLC

> Clarity Financial Organization, LLC is a state-registered investment advisory firm in Boonville, IN, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 311905
- Filed as: CLARITY FINANCIAL ORGANIZATION, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boonville, IN
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311905
- AdvisorCensus page: https://advisorcensus.com/firm/clarity-financial-organization-llc-boonville-in-311905

## Quick answers

**How is Clarity Financial Organization, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Clarity Financial Organization, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

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

**Is Clarity Financial Organization, LLC registered with the SEC or a state?**
Clarity Financial Organization, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 311905.

**How much does Clarity Financial Organization, LLC manage?**
Clarity Financial Organization, LLC reports $26,007,165 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Clarity Financial Organization, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (102).

**Does Clarity Financial Organization, LLC report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.A(1) (felony conviction or plea in the past ten years) and 11.A(2) (felony charge in the past ten years). 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/311905

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $26,007,165
- Discretionary: $26,007,165
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 102 | $26,007,165 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.A(1): In the past ten years, has the firm or an advisory affiliate been convicted of, or pleaded guilty or no contest to, a felony?
- 11.A(2): In the past ten years, has the firm or an advisory affiliate been charged with a felony?

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. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311905

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clarity Financial Organization, LLC (CRD 311905): Form ADV filing data as of October 2026.