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Clarity Financial Advisors LLC

Clarity Financial Advisors LLC. CRD 323321

Clarity Financial Advisors LLC logo

CRD: 323321

Clarity Financial Advisors LLC

St. Petersburg, FL, 33710
8167865031
www.theclarityfinancial.com
$149.5M Total AUM
$149.5M Disc. AUM
37.9% 3Y CAGR
9 Employees
992 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Altruist ยท Truist Bank
Clients
Retail and Institutional
Platforms
QuantumMatrix vital +more
Established Date
10-25-2022
Office Locations
4

Office Locations

260 1ST AVE S. St. Petersburg FL
-- Greenwood DE
-- Sarasota FL

About Clarity Financial Advisors LLC

Clarity Financial Advisors is a Florida-based fiduciary practice providing investment management and financial planning for individuals and business owners, including retirement, college planning, estate planning, and term life insurance guidance. The team builds tailored wealth management plans and offers no account minimums, with advisory fees up to 1.50%. Client portal supports Altruist and RightCapital, and the firm is a Dave Ramsey SmartVestor Pro.

Team overview

-- AVG AGE
$24.9M AVG AUM / ADVISOR
$150.7K AVG AUM / CLIENT
3 yrs AVG TENURE
9 Employees
6 Advisory Reps
6 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Meridian peak Matrix signal Momentum zenith Pathway pioneer

Client Personas

Catalyst prime

Custodian

Beacon Beacon optima Peak harbor Quantum Frontier bridge Frontier

Fund Managers

Unison

Investment Themes

Beacon Summit horizon Foundation oak

Investment Vehicles

Matrix foundation

Platform

North Crest north

Services

Eagle Quantum Catalyst Beacon oak Meridian insight Prime Ember eagle Harbor bridge Eagle quantum Radial value Pathway Horizon

Technology

Matrix quantum Atlas atlas Foundation Catalyst Vertex vertex

Owner & Executives

W

WILLIAM ANTHONY ROOT

Managing Member, PRINCIPAL

CRD
#6489016
Ownership
50% but less than 75%
(834) 364-6498
value.prime@horizoncapital.com
in linkedin.com/in/vector-signal
T

Trevor K Shultz

Chief Compliance Officer, Managing Member, PRINCIPAL

CRD
#6915449
Ownership
50% but less than 75%
(609) 867-9466
unison.vertex@harborcapital.com
in linkedin.com/in/ember-quantum

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Contacts

L

LUCAS JAY NISLY

--

CRD
#8232757
(704) 327-6743
foundation.glacier@focuscapital.com
in linkedin.com/in/wave-vector
D

David Michael O'Neill

Financial Advisor

CRD
#7380084
(455) 979-2044
atlas.pioneer@capitalcapital.com
in linkedin.com/in/wave-oak
P

Pathway summit

Insight beacon insight

CRD
#63635
(321) 278-1201
pathway.summit@optimacapital.com
in linkedin.com/in/radial-oak

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-17-2023
12-12-2024
03-03-2025
06-26-2026
Category Assets AVG. Account size
Discretionary $149,527,424 $67,659
Non-Discretionary $0 --
Total $149,527,424 $67,659

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Separately Managed Accounts

Total SMA Asset: $149,527,424

$149.5M Total SMA
Public Funds:
32.2%
Cash:
26.6%
Other:
31.1%
Equity - Exchange:
10.1%
Asset class Assets Assets %
Public Funds $2,094,429,406 32.2%
Cash $1,730,180,813 26.6%
Other $2,022,880,575 31.1%
Equity - Exchange $656,948,354 10.1%
Total $6,504,439,148 100.0%

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