SourcingSourcing

CLARITAS CAPITAL MANAGEMENT SERVICES, INC.

C36
CRD 329689·SEC 801-130396·NASHVILLE, TN
AUM
$814.0M
$500M-$1B
Est. Revenue
$8.1M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$19.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CLARITAS CAPITAL MANAGEMENT SERVICES, INC.
CRD
329689
SEC file #
801-130396
EIN
000000000
DBA names
Claritas Capital

Economics

AUM
$814.0M
AUM band
$500M-$1B
AUM trajectory
'25'26
$699.6M → $814.0M▲ +16%
Client mix
Pooled Investment Vehicles108

Operations

Employees (total)
10
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
5 advisors → 6 advisors▲ +20%
Primary office
NASHVILLE TN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
claritascapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CLARITAS CAPITAL, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
CLARITAS CAPITAL, LLC
CHADWICK, JOHN, HUSTON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CLARITASCAPITAL.COM
Rdap Domain Creation Date
2002-02-22T18:36:56Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001896096
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2021-12-01
Edgar Last Filing Date
2023-01-31
Edgar Form D Count
2
Edgar Form D Offerings
2023-01-312023-01-31 · 0001896096-23-000001
2021-12-012021-12-01 · 0001896096-21-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
30 BURTON HILLS BOULEVARDSUITE 100NASHVILLE, TN 37215
Business
30 BURTON HILLS BOULEVARDSUITE 100NASHVILLE, TN 37215
Edgar EIN
000000000
Edgar Recent Filings
D/A2023-01-31 · 0001896096-23-000001
D2021-12-01 · 0001896096-21-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-22T18:36:56Z
Rdap Domain Last Changed
2021-12-24T08:52:49Z
Rdap Nameservers
Ns31.worldnic.comNs32.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (2)

2
CHADWICK, JOHN, HUSTON
Executive Officer · 2.5%
7870699
MICHAEL, JORDAN, WALTER
Executive Officer · 2.5%
7871881