SourcingSourcing

CLARITY FINANCIAL ADVISORS LLC

C38
CRD 323321·SEC 801-126778·ST. PETERSBURG, FL
AUM
$149.5M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$449K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CLARITY FINANCIAL ADVISORS LLC
CRD
323321
SEC file #
801-126778
EIN
—
DBA names
—

Economics

AUM
$149.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$99.9M → $149.5M▲ +50%
Client mix
Individuals Other964
Individuals High Net Worth21
Pension Profit Sharing Plans6
Charitable Organizations1

Operations

Employees (total)
8
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'23'26
5 advisors → 5 advisors▬ 0%
Primary office
ST. PETERSBURG FL
Branches
—

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing
04/07/2026
ADV-W filed at
—
Website
theclarityfinancial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROOT, WILLIAM, ANTHONY
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ROOT, WILLIAM, ANTHONY
Shultz, Trevor, K
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
THECLARITYFINANCIAL.COM
Rdap Domain Creation Date
2022-09-01T21:06:48Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2225
Soi Zip Pct 200k Plus
0.053
Soi Zip Returns 200k Plus
920
Soi Zip Total AGI
1,366,607
Fdic Zip Total Deposits
22,329,930,000
Fdic Zip Branch Count
356
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Altruist4
E*trade4
Fdic Zip Branches Raw
Sun Bank of Tampa BaySt. Petersburg, FL
NationsBank of Florida, N.A.St. Petersburg, FL
Fdic Zip HHI
835.85
Fdic Zip Top Bank Share Pct
21.1
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-01T21:06:48Z
Rdap Domain Last Changed
2025-08-18T00:40:21Z
Rdap Nameservers
Ns-cloud-e1.googledomains.comNs-cloud-e2.googledomains.comNs-cloud-e3.googledomains.comNs-cloud-e4.googledomains.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI56,691
Returns4,410
Stub 2
AGI154,604
Returns4,190
Stub 3
AGI184,910
Returns3,010
Soi Zip Total Business Income
43,724
Soi Zip Total Cap Gains
93,423
Soi Zip Total Dividends
47,467
Soi Zip Total Returns
17,350
Top Owner CRD
6489016
Trust Company Affiliate
No

People (5)

5
Shultz, Trevor, K
IAR · Direct Owner · 62.5%
6915449
ROOT, WILLIAM, ANTHONY
IAR · Direct Owner · 62.5%
6489016
LUCAS JAY NISLY
IAR
8232757
DOUGLAS STEVEN ROOT
IAR
7238649
David Michael O'Neill
IAR
7380084