CLARY FINANCIAL, INC

Overview

Clary Financial, Inc. is an independent registered investment adviser that focuses on fee-based financial planning and portfolio management for individuals and small businesses. The firm operates with an owner-type classified as individual and runs a percentage-of-AUM fee model. Investment activity centers on discretionary management — the firm reports that its entire $92.9M in assets is managed on a discretionary basis — which suggests portfolio construction and rebalancing are handled directly by its advisors rather than being strictly client-directed. Investment preference is tilted toward pooled public funds: mutual funds and other public investment vehicles make up the largest share of client assets. Clary Financial does not identify as an active ESG investor and is not registered as a multi-state adviser, indicating a regional client focus. Primary client types are individual and family households rather than institutional or retirement-plan sponsors, and the firm’s advisory activities emphasize long-term planning and tailored portfolio oversight for those client segments.

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