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Clarity Financial Advisors LLC

● SEC registered since 2022CRD 323321SEC# 801-126778St. Petersburg, FL
Export (members)
Reg. AUM
$99.9M
Employees
2
Accounts
1,973
Location
St. Petersburg, FL

Clarity Financial Advisors LLC assets under management

Clarity Financial Advisors LLC is an investment advisory firm registered with the SEC based in St. Petersburg, FL. The firm has been registered since 2022. It reports $99.9 million in regulatory assets under management and employs 2 people.
theclarityfinancial.comView on SEC.gov ↗

Clarity Financial Advisors LLC owners & executives

2 reported
NameTitleOwnershipSince
Trevor K Shultz ControlManaging Member / Principal / Chief Compliance Officer50-75%2022
William Anthony Root ControlManaging Member / Principal50-75%2022

Frequently asked questions

How much does Clarity Financial Advisors LLC manage?

Clarity Financial Advisors LLC reports $99.9 million in regulatory assets under management on its Form ADV.

How many employees does Clarity Financial Advisors LLC have?

Clarity Financial Advisors LLC reports 2 employees.

Where is Clarity Financial Advisors LLC located?

Clarity Financial Advisors LLC is based in St. Petersburg, FL and has been SEC-registered since 2022.

Does Clarity Financial Advisors LLC disclose fund performance?

Clarity Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address260 1st Ave S., St. Petersburg, FL 33710
Phone(816) 786-5031
Office hours8:30a.m. To 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$99.9M
Non-discretionary$0
Total (RAUM)$99.9M