CLARITY FINANCIAL ORGANIZATION, LLC

Overview

Clarity Financial Organization, LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and concentrates client portfolios primarily in publicly traded equities and exchange-traded products. Clarity does not characterize itself as an ESG-focused manager, a pension consultant, or a multi-state advisory network; its activity profile indicates a straightforward retail RIA model rather than acting as a capital allocator or running affiliated alternative investment platforms. Advisory services center on customized planning and separately managed account solutions. The firm’s stated advisory activities emphasize financial planning and portfolio management for individuals and small businesses, which aligns with its emphasis on liquid, exchange-listed investments and the use of third-party vehicles for any alternative exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices