Clarity Financial, LLC
● SEC registered since 2013CRD 150661SEC# 801-77832Houston, TX
Reg. AUM
$1.84B
Employees
17
Accounts
3,969
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 $1.8 billion in regulatory assets under management and employs 17 people.
Clarity Financial, LLC owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Clarity Financial Holding Company, LLC Control | Sole Member | Over 75% | 2026 |
| Connie Nmn Mack Control | Founder And Ceo | Under 5% | 2009 |
| James Daniel Ratliff Control | Senior Financial Advisor | Under 5% | 2020 |
| Lance Eric Roberts Control | Chief Investment Strategist | Under 5% | 2016 |
| Michole Fields Control | Chief Compliance Officer | Under 5% | 2026 |
| Richard Michael Rosso Control | Director Of Financial Planning | Under 5% | 2016 |
| Accelerated Wealth Partners, LLC Control | Sole Member | Over 75% | 2026 |
| Awp Investment 1, LLC Control | Member | 25-50% | 2026 |
| Connie Nmn Mack Control | Manager | — | 2026 |
| James Daniel Ratliff Control | Manager | — | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Clarity Financial, LLC manage?
Clarity Financial, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
How many employees does Clarity Financial, LLC have?
Clarity Financial, LLC reports 17 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
| Address | 11750 Katy Freeway, Suite 840, Houston, TX 77079 |
| Phone | 281-501-1791 |
| Fax | 281-501-1806 |
| Office hours | 8 a.m. - 4 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.84B▲ 49%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,306 advisers
EmployeesTop 28%
More than 72% of 16,824 advisers
Assets under management
$1.84Bregulatory AUM
Discretionary $1.76BNon-discretionary $76.2M