CRD: 282405
Clarity Capital Advisors, LLC
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- Custodian
- Charles Schwab & Company · TD Ameritrade · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-27-2016
- Office Locations
- 1
Office Locations
About Clarity Capital Advisors, LLC
Clarity Capital Advisors is a fee-only, flat-fee fiduciary RIA providing retirement planning and customized, low-cost diversified portfolios tailored for tax efficiency, growth, or retirement income. The team includes CFA and CFP professionals and coordinates with clients’ CPAs and estate attorneys. They also advise on 529s and donor-advised funds. No robo-advisors or commission products; clients can keep existing holdings; serves clients nationwide.
Team overview
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHERI ADA FRANKLIN
Managing Member, President
- CRD
- #2012690
- Ownership
- 50% but less than 75%
JAY DAVID FRANKLIN
Chief Compliance Officer, Managing Member
- CRD
- #5899203
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $406,339,770 | $1,482,992 |
| Non-Discretionary | $0 | -- |
| Total | $406,339,770 | $1,482,992 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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