Investment adviser · CRD 150661
RIA ADVISORS
Investment adviser filing (IA)
CLARITY FINANCIAL, LLC
HOUSTON, TX, United States · Form ADV filed Jul 16, 2026
- Regulatory AUM
- $1.84B Form ADV · Item 5.F
- Client accounts
- 3,969 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 17 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 434 | $1,413,613,031 | 76.8% |
| Individuals | 801 | $369,458,496 | 20.1% |
| Other investment advisers | 113 | $45,800,295 | 2.5% |
| Retirement plans | 18 | $11,598,462 | 0.6% |
| Business development companies | 1 | $103,737 | 0.0% |
Filing source
Form ADV 2120037 · Jul 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Subscription · Fixed
Principal office
11750 KATY FREEWAY, SUITE 840HOUSTON, TX, 77079, United States
CRD 150661
Filing source
Form ADV 2120037 · Jul 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.