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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Wave summitCapital +more
- Established Date
- 06-01-1999
- Office Locations
- 1
Office Locations
About Clarity Asset Management, Inc.
Clarity Asset Management is a fee-only firm in Ames, Iowa providing collaborative financial planning and ongoing investment management for individuals and families. The team focuses on retirement and cash-flow planning, asset allocation, retirement income management, insurance and estate planning, and charitable giving. Portfolios are built with a modern portfolio theory mindset and a preservation-oriented stability-and-growth focus, with custody at Fidelity/NFS.
Team overview
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Owner & Executives
KACY PARKER BASS
Financial Advisor, General Partner, Secretary
- CRD
- #6460989
- Ownership
- Less than 5%
Nevin Michael Conlon
Certified Financial Planner, Chief Operating Officer, VICE PRESIDENT
- CRD
- #6708883
- Ownership
- Less than 5%
Zenith pioneer
Element fusion timber
- CRD
- #50278
- Ownership
- 35.7%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $257,355,061 | $419,829 |
| Non-Discretionary | $0 | -- |
| Total | $257,355,061 | $419,829 |
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Separately Managed Accounts
Total SMA Asset: $257,355,061
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $516,857,238 | 17.2% |
| Public Funds | $1,379,287,630 | 45.9% |
| Cash | $1,108,839,075 | 36.9% |
| Total | $3,004,983,943 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS ELEMENT MERIDIAN | WAVE PEAK | 8VDA9FFSI | QRUW | 3.32% | $39,911,940 |
| EAGLE CREST | ALPHA HARBOR | JS5JLA62A | HHRG | 4.77% | $115,022,232 |
| QUANTUM SUMMIT OAK | TIMBER LEGACY | 6C1VQQO1R | JPCKF | 12.48% | $30,081,422 |
| CATALYST ALPHA ATLAS | RADIAL VERTEX | JV92DQ1R1 | LQWP | 2.44% | $42,632,985 |
| CAPITAL OPTIMA RADIAL | INSIGHT WAVE | 4ZHVREW8E | FSU | 8.22% | $83,487,677 |
| MOMENTUM TIMBER RADIAL | BEACON MATRIX | 2H0G9AGUD | MHO | 8.65% | $9,211,557 |
| PRIME FRONTIER | OAK OPTIMA | E6W3HODWY | SZRP | 11.34% | $59,160,137 |
| NORTH VITAL VECTOR | OAK INSIGHT | UIV3WP19H | TIGNM | 11.58% | $61,635,969 |