C
CRD: 158541
Clarity Financial
Columbia, MO, 65201
5734477007
$28.8M Total AUM
$28.8M Disc. AUM
-- 3Y CAGR
1 Employees
62 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-18-2011
- Office Locations
- 1
Office Locations
555 East Green Meadows Rd. Suite 7 Columbia MO
About Clarity Financial
Clarity Financial is a Columbia-based RIA. The firm has been operating for 14 years. Managing $28.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$28.8M AVG AUM / ADVISOR
$463.8K AVG AUM / CLIENT
14.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Beacon ridge
Investment Themes
Capital Summit value
Investment Vehicles
Foundation unison
Services
Legacy Horizon quantum Wave Optima delta Crest
Owner & Executives
TIMOTHY MICHAEL SULLIVAN
Advisor, President
- CRD
- #5950985
- Ownership
- 75% or more
(550) 815-3507
value.timber@valuecapital.com
in linkedin.com/in/fusion-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,758,376 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,758,376 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,758,376
Public Funds:
20.1% U.S. Government/Agency:
38.4% Cash:
11.4% Equity - Exchange:
30.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,576,075,932 | 20.1% |
| U.S. Government/Agency | $3,011,010,737 | 38.4% |
| Cash | $893,893,812 | 11.4% |
| Equity - Exchange | $2,360,193,312 | 30.1% |
| Total | $7,841,173,793 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON PIONEER | SUMMIT BRIDGE | 30BXL5KNM | RRQN | 9.91% | $100,204,976 |
| PEAK VECTOR PRIME | EMBER VALUE | EW1RN8XZ1 | QZWJC | 5.80% | $105,490,430 |
| ATLAS ELEMENT | ALPHA FOCUS | X5NPXSU51 | EDCN | 11.84% | $112,033,269 |
| TIMBER MOMENTUM CAPITAL | PEAK PEAK | BY4FGEILD | LHL | 6.55% | $28,373,177 |
| HARBOR RADIAL | PEAK LEGACY | O2NRX56DW | DOY | 12.60% | $6,811,621 |
| QUANTUM ELEMENT RADIAL | PATHWAY NORTH | 0TPQ51DQT | QWFFL | 7.49% | $67,332,691 |
| VECTOR CREST | MERIDIAN EMBER | RA9NGCS32 | XBTB | 7.23% | $63,003,963 |
| FUSION RADIAL | FUSION MOMENTUM | MLFQGVA1W | MLAFN | 11.55% | $1,395,521 |