CLARITY CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- ,
- CRD number
- 290179
- Website
- claritycapitalmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.74%
- Individuals30.56%
- Pension & Profit Sharing Plans0.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Clarity Capital Management LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves private individuals and families, offering a mix of advisory services that emphasize financial planning and portfolio management for individuals and small businesses, alongside pension consulting services. Its fee arrangements are flexible, including percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
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 Funds95%
- Exchange Traded Equities4%
- Cash & Cash Equivalents1%
Contacts
2 of 2ERIC THOMAS
PrincipalCRD 5539499
RYAN MOHR
Principal & FounderCRD 5396900
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
SOULENCE WEALTH MANAGEMENT, LLC
RIAPLEASANT GROVE, UT
SOESBE FINANCIAL
RIASACRAMENTO, CA
BETHESDA FINANCIAL ADVISORS, LLC
RIABETHESDA, MD
BRIGHTWORKS FINANCIAL PLANNING LLC
RIALexington, SC
DERASTONE
RIASWEETWATER FINANCIAL ADVISORS, LLC
RIASUGAR LAND, TX