# CLARITY ASSET MANAGEMENT, INC.

CLARITY ASSET MANAGEMENT, INC. of AMES, IA is an SEC-registered investment adviser.

## Registration

- CRD: 115699
- Type: SEC-registered investment adviser
- SEC file number: 801-78348
- Location: 2117 PHILADELPHIA STREET, SUITE 100, AMES, IA, 50010
- Phone: 515-233-3152
- Latest filing: 2026-07-31
- Regulatory AUM: $257.4M
- Discretionary AUM: $257.4M
- Clients: 5
- Accounts: 613

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (22)

| Name | Role | Location |
| --- | --- | --- |
| Julie Siegel | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, TREASURER; TRUSTEE | New York, NY |
| Stephen Siegel | TRUSTEE | Ames, IA |
| Donald Lee Erickson | PRESIDENT/CEO; TRUSTEE | — |
| Steven James Larson | VICE PRESIDENT, CIO | — |
| Kacy Parker Bass | PARTNER; SECRETARY; TRUSTEE | — |
| Nevin Michael Conlon | PARTNER, TREASURER & SECRETARY; TRUSTEE; VICE PRESIDENT, COO | — |
| Becky Erickson | TRUSTEE | — |
| Sophie Bass | TRUSTEE | — |
| Samantha Conlon | TRUSTEE | — |
| PEYTON BRADLEY RAY | PRESIDENT; PRESIDENT / CHIEF INVESTMENT OFFICER; PRESIDENT & CHIEF INVESTMENT OFFICER (+1 more) | — |
| CONLON DEBRA ANN | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER/CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER (+3 more) | — |
| LARSON KEVIN JAMES | VICE PRESIDENT, CIO; VICE PRESIDENT/SECRETARY/CIO | — |
| PITCHER MARY DOTTERER | CHIEF COMPLIANCE OFFICER | — |
| MARTIN SAYER PHILLIP | PORTFOLIO MANAGER | — |
| ERICKSON DONALD LEE | PRESIDENT/CEO; TRUSTEE | — |
| SIEGEL JULIE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, TREASURER; TRUSTEE | — |
| BASS KACY PARKER | SECRETARY; TRUSTEE | — |
| Conlon Nevin Michael | TRUSTEE; VICE PRESIDENT, COO | — |
| Erickson Becky | TRUSTEE | — |
| Bass Sophie | TRUSTEE | — |
| Conlon Samantha | TRUSTEE | — |
| Siegel Stephen | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115699/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115699/similar
- Related entities: https://search.stillhousedata.com/firm/115699/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115699

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.