Clarity Financial, LLC
● SEC registered since 2013CRD 150661SEC# 801-77832Houston, TX
Reg. AUM
$1.84B
Employees
16
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 16 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 |
See all 16 owners & executives — unlock the full record.
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 16 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, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$1.84Bregulatory AUM
Discretionary $1.76BNon-discretionary $76.2M