AdvizorPro

Clarity Financial, LLC

Clarity Financial, LLC. CRD 170816

C

CRD: 170816

Clarity Financial, LLC

Beaverton, OR
5034309629
www.clarity.financial
$38.3M Total AUM
$38.3M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
12 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Axos
Clients
Retail and Institutional
Platforms
FusionPrime signal +more
Established Date
05-08-2014
Office Locations
1

Office Locations

-- Beaverton OR

About Clarity Financial, LLC

Clarity Financial, LLC is an independent, fee-only fiduciary RIA based in Beaverton, Oregon, led by CFP Clayton Phillips. The firm delivers holistic financial planning, tax and retirement distribution planning, estate/inheritance guidance, charitable giving and endowment management, and ongoing investment management. Portfolios emphasize diversified asset allocation using public funds and ETFs, with socially responsible options. Member of XY Planning Network; custodies with Axos.

Team overview

35 AVG AGE
$38.3M AVG AUM / ADVISOR
$708.7K AVG AUM / CLIENT
3.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age

Insights

See the complete signal summary connected to timber.
Unlock to see real insight on unison vertex.
See the complete signal summary connected to element.
Open the full profile to inspect shifts in zenith peak.
See the complete signal summary connected to horizon.
Premium access reveals conviction themes in vector harbor.
Request access to benchmark trends tied to ember.
Open the full profile to inspect shifts in eagle pioneer.

CRM

Radial momentum

Custodian

Fusion fusion Optima

Investment Themes

Radial element Frontier radial Unison

Investment Vehicles

Unison element

Platform

Bridge frontier

Services

Beacon Catalyst eagle Ember atlas Optima Fusion momentum

Technology

Ridge Delta bridge Frontier

Owner & Executives

C

CLAYTON ANDREW PHILLIPS

Financial Planner, Owner, President

CRD
#5746218
Ownership
75% or more
(840) 367-1358
optima.zenith@quantumcapital.com
in linkedin.com/in/legacy-timber

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $38,269,569 --
Non-Discretionary $0 --
Total $38,269,569 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $38,269,569

$38.3M Total SMA
Public Funds:
36.5%
Equity - Exchange:
63.5%
Asset class Assets Assets %
Public Funds $2,990,810,825 36.5%
Equity - Exchange $5,203,191,436 63.5%
Total $8,194,002,261 100.0%

13F Holdings | Q2 2026

Issuer Class Cusip Ticker % Value
MATRIX DELTA BRIDGE VITAL LEGACY 75O3H2MMI JJS 4.57% $18,058,210
WAVE BEACON QUANTUM PRIME E3094M5K3 DGOK 9.21% $109,508,031
PATHWAY CAPITAL ALPHA HARBOR BRIDGE BQWQ8VD2L MHYY 0.73% $53,127,432
LEGACY ELEMENT NORTH VITAL 8MO0CO3KM NKS 3.94% $9,957,731
BRIDGE CAPITAL FRONTIER NORTH OAK 3K7NXXLL4 ZMBS 1.03% $97,124,012
CREST OPTIMA GLACIER FOUNDATION PEAK V03W0VI4W NUBM 5.26% $109,423,092
VITAL MOMENTUM INSIGHT WAVE SIGNAL OX1KC3XEY CEBGN 7.91% $106,130,607
EMBER VALUE ATLAS RIDGE 4HU1OG51M OEEE 10.84% $35,068,381

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform