CLARITY FINANCIAL ADVISORS LLC

Overview

Clarity Financial Advisors LLC is an independent registered investment adviser operating as a capital allocator for both individual/family and institutional clients. The firm combines financial planning and portfolio management for individuals and small businesses with the selection of third‑party advisers and insurance brokerage services. Its fee model is flexible, mixing percentage-of-AUM billing with hourly and fixed fees and commission-based arrangements, which aligns with a practice that serves a range of client needs and engagement structures. Investment activity shows a clear preference for pooled public funds: mutual funds and other public vehicles make up the bulk of the firm’s investable assets. At the same time Clarity acts as a third‑party allocator into alternative managers — specifically hedge funds, direct real estate exposures, and REITs — using those allocations to add diversification and return sources that complement its mutual fund sleeve. The firm is not an active ESG investor and remains focused on conventional return, income and risk‑management objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices