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CLARITY INVESTMENT MANAGEMENT INC.

CRD 335888File 801-136828
APPROVED
Custody
Filing as of Sep 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.94B
Top 25% of cohort (national)
Discretionary AUM
$1.94B
Clients
140
140 accounts
Employees
20

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
HQ
Registration date
Jul 23, 2026
Principal office
980 HOWE ST, SUITE 700, VANCOUVER, V6Z0C8
Phone
604-200-2405

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.94B
Discretionary AUM
$1.94B
Non-discretionary AUM
$0
Discretionary accounts
140
Non-discretionary accounts
0
Total accounts
140
AUM per client
$13.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles140$1.94B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described) — COMMISSIONS PAID TO AFFILIATE

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Aug 1, 2026Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CLARITY INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLARITY INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.

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.