# CLARITY FINANCIAL ADVISORS LLC

CLARITY FINANCIAL ADVISORS LLC of ST. PETERSBURG, FL is an SEC-registered investment adviser.

## Registration

- CRD: 323321
- Type: SEC-registered investment adviser
- SEC file number: 801-126778
- Location: 260 1ST AVE S., ST. PETERSBURG, FL, 33710
- Phone: (816) 786-5031
- Latest filing: 2026-06-26
- Regulatory AUM: $149.5M
- Discretionary AUM: $149.5M
- Clients: 9
- Accounts: 2,210

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Trevor K Shultz | MANAGING MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | — |
| William Anthony Root | MANAGING MEMBER / PRINCIPAL | — |
| Shultz Trevor K | MANAGING MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | — |
| ROOT WILLIAM ANTHONY | MANAGING MEMBER / PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323321/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323321/similar
- Related entities: https://search.stillhousedata.com/firm/323321/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323321

---

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.