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Clarity Financial, LLC

● SEC registered since 2013CRD 150661SEC# 801-77832Houston, TX
Export (members)
Reg. AUM
$1.53B
Employees
15
Accounts
3,581
Location
Houston, TX

Clarity Financial, LLC assets under management

Clarity Financial, LLC is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2013. It reports $1.5 billion in regulatory assets under management and employs 15 people.

Clarity Financial, LLC owners & executives

4 reported
NameTitleOwnershipSince
Connie Mack ControlManaging Member/Chief Compliance Officer25-50%2009
James Daniel Ratliff ControlSenior Financial Advisor10-25%2020
Lance Eric Roberts ControlChief Economist25-50%2016
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Frequently asked questions

How much does Clarity Financial, LLC manage?

Clarity Financial, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does Clarity Financial, LLC have?

Clarity Financial, LLC reports 15 employees.

Where is Clarity Financial, LLC located?

Clarity Financial, LLC is based in Houston, TX and has been SEC-registered since 2013.

Does Clarity Financial, LLC disclose fund performance?

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

Contact & registration

Address11750 Katy Freeway, Suite 840, Houston, TX 77079
Phone281-501-1791
Fax281-501-1806
Office hours8 a.m. - 4 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.44B
Non-discretionary$92.8M
Total (RAUM)$1.53B