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Clarity Capital Advisors, LLC
Clarity Capital Advisors, LLC is a fee only, flat fee, registered investment adviser headquartered in Lakewood Ranch, Florida. Founded in 2023, the firm has operated as an investment adviser since 2016 and is owned by Jay D. Franklin (49%) and Cheri A. Franklin (51%). With a small team of 2 employees, Clarity Capital Advisors provides comprehensive wealth management, retirement plan consulting, and investment consulting services to high net worth individuals, other individuals, and pension/profit-sharing plans. The firm is dedicated to acting as a fiduciary, prioritizing client interests and offering personalized solutions based on risk tolerance, time horizon, tax situation, and liquidity needs.
Investment Strategy
Clarity Capital Advisors utilizes a fee only model to provide personalized wealth management and retirement plan consulting services. The firm crafts investment strategies that include establishing investment policy statements, evaluating and recommending changes to plan investment options, developing strategic asset allocation models, and monitoring investment performance quarterly. Their approach emphasizes risk management, client education, and aligning portfolio construction with clients’ financial goals, risk tolerance, and time horizons, while maintaining open communication and acting in the client’s best interests as a fiduciary.
Latest 13F Filing Activity
Clarity Capital Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 87 equity positions with a total 13F market value of $184M. The fund increased holdings in Dimensional Etf Trust, Vanguard Index FDS, Vanguard Star FDS among other positions. Clarity Capital Advisors, LLC reduced exposure to Dimensional Etf Trust, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (87)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAU | DIMENSIONAL ETF TRUST | 7.86% | $14.4M | 315,293 | $35.13 | $45.76 | +$1.5M |
V VTI | VANGUARD INDEX FDS | 7.21% | $13.2M | 40,338 | $244.66 | $328.17 | +$836.3K |
A AVUS | AMERICAN CENTY ETF TR | 6.57% | $12.1M | 110,930 | $82.32 | $108.70 | +$630.2K |
V VTIP | VANGUARD MALVERN FDS | 4.46% | $8.2M | 161,733 | $47.76 | $50.63 | +$298.8K |
V VXUS | VANGUARD STAR FDS | 4.31% | $7.9M | 107,761 | $61.61 | $73.46 | +$735.7K |
Industry Allocation
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