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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CLARITY CAPITAL ADVISORS, LLC

CRD 282405

LAKEWOOD RANCH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7ec04f50-5b21-8e97-cb21-752f4c34f00f

Data as of Feb 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Jan 13, 2021 to Feb 3, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $406MItem 5.F on the latest filing (2026-02-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $406M
Private client RAUM: $361MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $203Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 274
Individual clients: 8
High net worth clients: 55
Custody, client assets: $23.8M
SEC number: 801-120316
CIK: 2011219
CRD: 282405
Filings on the tape: 21
First filed: Jan 13, 2021
Latest filed: Feb 3, 2026
Organised: Limited Liability Company, FL
Website: claritycapitaladvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CHERI ADA FRANKLIN	Certified Financial Planner	LAKEWOOD RANCH, FL	8	32	2	no
JAY DAVID FRANKLIN	Certified Financial Planner\|Chartered Financial Analyst	LAKEWOOD RANCH, FL	8	15	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FRANKLIN, CHERI, ADA	MANAGING MEMBER	D	yes	02/2016	Jan 13, 2021	Aug 20, 2024
FRANKLIN, JAY, DAVID	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	yes	02/2015	Jan 13, 2021	Aug 20, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 3, 2026	$406M	$406M	2	2	n/a	n/a
2024	Jan 27, 2025	$324M	$314M	2	2	n/a	n/a
2023	Jan 31, 2024	$294M	$273M	2	2	n/a	n/a
2022	Jan 6, 2023	$236M	$212M	2	2	n/a	n/a
2021	Mar 3, 2022	$220M	$192M	2	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$406M	$324M	25.3%	$236M	19.8%	2	2	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Dynamic	2	Feb 11, 2016	Jun 1, 2018	IRVINE, CA	Team lift out	Other	7.4%

Relationships

Registered with (2)

← CHERI ADA FRANKLINAdvisorregistration: current employment
Jun 1, 2018 to presentfactForm ADV
← JAY DAVID FRANKLINAdvisorregistration: current employment
Jun 1, 2018 to presentfactForm ADV

Controls (2)

← FRANKLIN, CHERI, ADAOwnerMANAGING MEMBER, ownership code D, individual
Jan 13, 2021 to Aug 20, 2024factForm ADV
← FRANKLIN, JAY, DAVIDOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Jan 13, 2021 to Aug 20, 2024factForm ADV

Moved with (1)

← DYNAMICRegistered adviser2 advisors, team lift out, same day
Feb 11, 2016 to Jun 1, 2018factForm ADV

Dated events

Occurred
Sep 15, 2023
Succession filed (Item 4)
Clarity Capital Advisors, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago
Occurred
Feb 24, 2022
Regulatory AUM changed
Clarity Capital Advisors, Llc reported RAUM $220.0M, up 85% from $119.0M (2021-08-13 to 2022-02-24)
Form ADVobserved 6 days ago
$101M
Occurred
Jan 13, 2021
First Form ADV filing
Clarity Capital Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7ec04f50-5b21-8e97-cb21-752f4c34f00f
First observed: Jan 13, 2021
Last observed: Feb 3, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CLARITY CAPITAL ADVISORS, LLC

CRD 282405

LAKEWOOD RANCH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7ec04f50-5b21-8e97-cb21-752f4c34f00f

Data as of Feb 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:28 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHERI ADA FRANKLIN

Certified Financial Planner

LAKEWOOD RANCH, FL

JAY DAVID FRANKLIN

Certified Financial Planner|Chartered Financial Analyst

LAKEWOOD RANCH, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FRANKLIN, CHERI, ADA

MANAGING MEMBER

yes

02/2016

Jan 13, 2021

Aug 20, 2024

FRANKLIN, JAY, DAVID

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

02/2015

Jan 13, 2021

Aug 20, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 3, 2026

$406M

n/a

2024

Jan 27, 2025

$324M

$314M

n/a

2023

Jan 31, 2024

$294M

$273M

n/a

2022

Jan 6, 2023

$236M

$212M

n/a

2021

Mar 3, 2022

$220M

$192M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$406M

$324M

25.3%

$236M

19.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Dynamic

Feb 11, 2016

Jun 1, 2018

IRVINE, CA

Team lift out

Other

7.4%