Clarity Financial Advisors LLC
● SEC registered since 2022CRD 323321SEC# 801-126778St. Petersburg, FL
Reg. AUM
$149.5M
Employees
9
Accounts
2,210
Location
St. Petersburg, FL
About Clarity Financial Advisors
Clarity Financial Advisors is a fee-only fiduciary firm that builds financial plans around each client's values, family, and faith. It practices human-first planning that starts with what matters to the client rather than template-driven recommendations.
Summary based on the firm’s website.
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 $149.5 million in regulatory assets under management and employs 9 people.
Clarity Financial Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Trevor K Shultz Control | Managing Member / Principal / Chief Compliance Officer | 50-75% | 2022 |
| William Anthony Root Control | Managing Member / Principal | 50-75% | 2022 |
Frequently asked questions
How much does Clarity Financial Advisors LLC manage?
Clarity Financial Advisors LLC reports $149.5 million in regulatory assets under management on its Form ADV.
How many employees does Clarity Financial Advisors LLC have?
Clarity Financial Advisors LLC reports 9 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
| Address | 260 1st Ave S., St. Petersburg, FL 33710 |
| Phone | (816) 786-5031 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$149.5M▲ 50%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,369 advisers
EmployeesTop 43%
More than 57% of 16,804 advisers
Assets under management
$149.5Mregulatory AUM
Discretionary $149.5M