{"url":"https://nivawealth.com/firms/clarity-asset-management-115699","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/115699","regulatoryAum":257355061,"crd":"115699","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6460989","suffix":null,"lastName":"BASS","firstName":"KACY","middleName":"PARKER"},{"crd":"6708883","suffix":null,"lastName":"Conlon","firstName":"Nevin","middleName":"Michael"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-05-27","regulatoryAum":199760553,"clients":244,"employees":5,"offices":6},{"filedOn":"2022-02-02","regulatoryAum":227282155,"clients":257,"employees":5,"offices":6},{"filedOn":"2023-03-21","regulatoryAum":190988983,"clients":266,"employees":5,"offices":6},{"filedOn":"2024-07-01","regulatoryAum":204271016,"clients":265,"employees":5,"offices":6},{"filedOn":"2025-03-21","regulatoryAum":222356689,"clients":267,"employees":5,"offices":6},{"filedOn":"2026-09-18","regulatoryAum":257355061,"clients":271,"employees":5,"offices":4}],"secFileNumber":"801-78348","legalName":"Clarity Asset Management, Inc.","displayName":"Clarity Asset Management","slug":"clarity-asset-management-115699","website":"https://investmentclarity.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/115699/64a84b6fcc83847b-r1.webp","tone":"dark","width":869,"height":200,"sourceUrl":"https://investmentclarity.com/","sourceLabel":"Clarity Asset Management, Inc., website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"1998","organization":"Iowa corporation","fiscalYearEnd":"December","headquarters":{"street":"2117 Philadelphia Street, Suite 100","city":"Ames","state":"IA","stateName":"Iowa","country":"United States","postalCode":"50010"},"tradeNames":[],"registration":{"secApproved":"23 July 2013","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":951226.0185185185,"staff":{"employees":5,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":257355061,"discretionary":257355061,"discretionaryAccounts":613,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":6},"clientTypes":[{"label":"Individuals (other than HNW)","clients":182,"regulatoryAum":87183982},{"label":"High-net-worth individuals","clients":88,"regulatoryAum":169647043},{"label":"Charitable organizations","clients":1,"fewerThan5":true,"regulatoryAum":524036}],"feePrograms":[{"role":"main","program":"Investment Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058302","versionId":1058302,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-09-18","documentName":"CLARITY ASSET MANAGEMENT DISCLOSURE BROCHURE","fee_rate_low":0.35,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning services","summary":"Financial planning is offered for up to $500, negotiable; 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They include 182 individual clients, 88 high-net-worth individuals and 1 charitable organization.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 18 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Clarity Asset Management offer?","answer":"Clarity Asset Management provides financial planning, portfolio management for individuals and small businesses, educational seminars, and education planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Clarity Asset Management charge?","answer":"Clarity Asset Management charges 0.35%–1.00% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.","source":"CLARITY ASSET MANAGEMENT DISCLOSURE BROCHURE, filed 18 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Clarity Asset Management use?","answer":"Clarity Asset Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $257M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Clarity Asset Management have?","answer":"Clarity Asset Management has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Clarity Asset Management invest in?","answer":"At the end of its last fiscal year, Clarity Asset Management’s separately managed accounts held 67% exchange-traded equities, 32% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Clarity Asset Management?","answer":"Clarity Asset Management’s direct owners are Kacy and Sophie Bass Revocable Trust (50% to 75%) and Nevin and Samantha Conlon Revocable Trust (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 18 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Clarity Asset Management get paid?","answer":"Clarity Asset Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Clarity Asset Management registered with the SEC?","answer":"Yes, Clarity Asset Management has been registered with the SEC as an investment adviser since 23 July 2013. Its CRD number is 115699 and its SEC file number is 801-78348.","source":"Form ADV Part 1A, Item 1, filed 18 September 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Clarity Asset Management?","answer":"Clarity Asset Management’s main office is at 2117 Philadelphia Street, Suite 100, Ames, IA 50010. Its phone number is 515-233-3152. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}