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.

Firm class

independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$150MItem 5.F on the latest filing (2026-06-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$150M

Private client RAUM

$144MderivedItem 5.D individuals plus high net worth individuals

Private client share

96%derivedprivate client RAUM over total RAUM

Advisors on IAPD

6

RAUM per advisor

$24.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

9

Advisory employees

6

Offices

6Schedule D 1.F, beyond the principal office

Accounts

2,210

Individual clients

964

High net worth clients

21

SEC number

801-126778

CRD

323321

Filings on the tape

15

First filed

Sep 22, 2022

Latest filed

Jun 26, 2026

Organised

Limited Liability Company, FL

Website

theclarityfinancial.com

• Occurred

  Nov 4, 2022
  Team lift-out

  3 advisors left Cambridge Investment Research Advisors, Inc. (Bradenton, FL) for Clarity Financial Advisors LLC on the same day

  Form ADVobserved 4 days ago
  3 advisors
• Occurred

  Sep 22, 2022
  First Form ADV filing

  Clarity Financial Advisors Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a1fec979-7d90-32aa-2a1c-353f0f5a0907

First observed

Sep 22, 2022

Last observed

Jun 26, 2026 2 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.