Clarity Capital Advisors, LLC
Firm details
- Headquarters
- Lakewood Ranch, Florida
- CRD number
- 282405
- Registered since
- February 12, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI87.74%
- Pension & Profit Sharing Plans11.19%
- Individuals1.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Clarity Capital Advisors, LLC is an independent registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Founded as an LLC and registered with the SEC in 2021, the firm serves both individual & family clients and institutional clients and operates on a fixed-fee basis. Its stated advisory focus emphasizes public funds and model portfolios rather than bespoke alternative strategies, and it is not flagged as an active ESG investor or a multi-state adviser. Business operations are run under individual ownership and the firm positions itself as a fee-for-service wealth manager rather than a capital allocator. Client-facing activity centers on advice and discretionary portfolio management tied to comprehensive planning services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Cash & Cash Equivalents13%
- Exchange Traded Equities4%
- US Government Bonds3%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Jay Franklin
Chief Investment OfficerCRD 5899203
Contacts
1 of 1
Cheri Franklin
PresidentCRD 2012690
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 91Active vs passive
$229M in ETFs
66%
$151M
33%
$78.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $20.7M | 56,052 | 9.04% |
Location
Lakewood Ranch, FL
Manatee
Location
Lakewood Ranch, FL
Headquartered in Lakewood Ranch, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Manatee
- Address
- 9040 Town Center Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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