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RIA ADVISORS
Legal name: CLARITY FINANCIAL, LLC
CRD 150661File 801-77832
APPROVED
Retail clients
Custody
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.84B
Top 25% of cohort (national)
Discretionary AUM
$1.76B
Non-discretionary $76.2M
Clients
1,367
3,969 accounts
Employees
17
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 16, 2013
- Principal office
- 11750 KATY FREEWAY, SUITE 840, HOUSTON, TX, 77079
- Phone
- 281-501-1791
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.84B
- Discretionary AUM
- $1.76B
- Non-discretionary AUM
- $76.2M
- Discretionary accounts
- 3,862
- Non-discretionary accounts
- 107
- Total accounts
- 3,969
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 113 | $45.8M |
| High net worth individuals | 434 | $1.41B |
| Business development companies | 1 | $104K |
| Pension and profit sharing plans | 18 | $11.6M |
| Individuals (other than high net worth individuals) | 801 | $369.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.