{
  "crd_number": 166461,
  "slug": "money-and-clarity-cincinnati-oh-166461",
  "primary_business_name": "MONEY & CLARITY",
  "legal_name": "CUPRILL WEALTH COACHING, LLC",
  "dbas": [],
  "city": "Cincinnati",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17140",
  "metro": {
    "cbsa_code": "17140",
    "common_name": "Cincinnati",
    "msa_name": "Cincinnati, OH-KY-IN",
    "path": "/advisors/oh/cincinnati"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2015-02-13",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-01-22",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "other",
    "subscription"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "periodicals_newsletters",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CA",
    "FL",
    "GA",
    "KS",
    "KY",
    "MO",
    "OH",
    "SC"
  ],
  "websites": [
    "https://advisorarchitect.com",
    "https://moneyandclarity.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166461",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "CINCINNATI",
  "url": "https://advisorcensus.com/firm/money-and-clarity-cincinnati-oh-166461",
  "display_name": "Money & Clarity",
  "summary": "Money & Clarity is a state-registered investment advisory firm in Cincinnati, OH, registered since 2015, with no regulatory assets under management reported in its Form ADV filing dated January 22, 2026.",
  "citation": "AdvisorCensus. Money & Clarity (CRD 166461): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Subscription fees (for a newsletter or periodical)",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Money & Clarity compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Money & Clarity reports these compensation arrangements: subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Money & Clarity located?",
      "a": "Money & Clarity's principal office is in Cincinnati, OH, according to its Form ADV."
    },
    {
      "q": "Is Money & Clarity registered with the SEC or a state?",
      "a": "Money & Clarity is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 166461."
    },
    {
      "q": "Does Money & Clarity report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order 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/166461"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/money-and-clarity-cincinnati-oh-166461.md",
  "clients": [],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166461",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}