Clarity Financial Planners
Clarity Financial Planners is an SEC-registered ria in Clayton, MO with $132.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Clarity Financial Planners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 277114, SEC 801-130103, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $132.5M (2026-03-31)
- Firm type
- Ria
- Location
- Clayton, MO
- Employees
- 2
- Clients
- 38
- CRD
- 277114
- Ownership
- MOENKHAUS, SHANNON, FAYE; BENDER, WILLIAM, JAY
How much AUM does Clarity Financial Planners have?
Clarity Financial Planners reported $132.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Clarity Financial Planners?
Disclosed owners and executives of Clarity Financial Planners include MOENKHAUS, SHANNON, FAYE, BENDER, WILLIAM, JAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.