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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

CLARITY CROSS BORDER PLANNING

CLARITY CROSS BORDER INC., CRD 337443

EDMONTON, ALBERTA

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:aec9d200-f5a1-6ac0-e698-86722b94f2cb

Data as of Apr 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Jun 20, 2025 to Apr 9, 2026
3 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: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-04-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
Individual clients: 80
SEC number: 801-133917
CRD: 337443
Filings on the tape: 3
First filed: Jun 20, 2025
Latest filed: Apr 9, 2026
Organised: Corporation
Website: claritycrossborder.com

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
Davies, Brandon, John	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	yes	05/2025	Apr 9, 2026	Apr 9, 2026

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; showing 1 of 2

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 9, 2026	$0	$0	1	1	0	n/a	n/a

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	$0	n/a	n/a	n/a	n/a	1	n/a	0	n/a

Relationships

Controls (1)

← Davies, Brandon, JohnOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Apr 9, 2026 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aec9d200-f5a1-6ac0-e698-86722b94f2cb
First observed: Jun 20, 2025
Last observed: Apr 9, 2026 5 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 CROSS BORDER PLANNING

CLARITY CROSS BORDER INC., CRD 337443

EDMONTON, ALBERTA

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:aec9d200-f5a1-6ac0-e698-86722b94f2cb

Data as of Apr 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:19 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Davies, Brandon, John

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

05/2025

Apr 9, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 9, 2026

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

n/a