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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-31-2017
- Office Locations
- 1
Office Locations
About Clarity Capital Management LLC
Clarity Capital Management is an independent, fee-only RIA in the Portland, OR area providing fiduciary financial planning and evidence-based investment management. The firm focuses on Gen X and Gen Y mid- to late-career professionals, families, and small businesses nationwide via virtual relationships, with planning across tax, retirement, college, cash-flow and risk management. Custody includes Schwab, and principals are CFP professionals.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RYAN MICHAEL MOHR
PRINCIPAL, Registered Representative
- CRD
- #5396900
- Ownership
- 50% but less than 75%
ERIC WALTER THOMAS
Chief Compliance Officer, Investment Advisor, PARTNER
- CRD
- #5539499
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,361,558 | -- |
| Non-Discretionary | $315 | -- |
| Total | $84,361,873 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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