CLARITY FINANCIAL DESIGN

CLARITY FINANCIAL DESIGN of SARASOTA, FL is an SEC-registered investment adviser (CRD 316258). Regulatory assets under management: $51.4M.

Registration

• CRD: 316258
• Type: Registered investment adviser
• Location: 205 N ORANGE AVE, SARASOTA, FL, 34236
• Phone: 407-494-0593
• Latest filing: 2026-08-06
• Regulatory AUM: $51.4M
• Discretionary AUM: $51.4M
• Clients: 2
• Accounts: 134

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316258 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search