Data / Investment advisers / Iowa / Clarity Asset Management, Inc.
Clarity Asset Management, Inc., Ames, IA: $257 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Clarity Asset Management, Inc. is an SEC registered investment adviser with its main office in Ames, Iowa and reports $257 million in regulatory assets under management in its Form ADV filed September 18, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Clarity Asset Management, Inc. (CRD number 115699): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 115699
- SEC file number
- 801-78348
- SEC status
- Approved, effective July 23, 2013
- Main office
- 2117 Philadelphia Street Suite 100, Ames, IA 50010
- Phone
- (515) 233-3152
- Website
- clarityinvestments.com
- Regulatory AUM
- $257,355,061 in the Form ADV filed September 18, 2026
- Discretionary AUM
- $257,355,061
- Accounts
- 613
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 88 | $169.6 million |
| Individuals (other than high net worth individuals) | 182 | $87.2 million |
| Charitable organizations | 1 | $524,036 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $257.4 million | March 11, 2026 |
| December 1, 2025 | $222.4 million | March 21, 2025 |
Other advisers in Iowa
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Wealth Advisors Group, LLC | Coralville | $278.5 million | Not listed | adviserinfo.sec.gov |
| Beacon Capital, LLC | Cedar Rapids | $278.3 million | Not listed | adviserinfo.sec.gov |
| Oasis Advisors | Forest City | $277.7 million | Not listed | adviserinfo.sec.gov |
| TFP Management, LLC | Bettendorf | $273 million | Not listed | adviserinfo.sec.gov |
| Wilon Wealth Management | Urbandale | $264.1 million | Not listed | adviserinfo.sec.gov |
| Five Talents Financial Management Group LLC | West des Moines | $256 million | Not listed | adviserinfo.sec.gov |
| Cedar Point Capital Partners, LLC | Cedar Rapids | $248.1 million | Not listed | adviserinfo.sec.gov |
| Des Moines Investments, LLC | Des Moines | $246 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Iowa
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Clarity Asset Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.