Clarity Asset Management, Inc.
● SEC registered since 2013CRD 115699SEC# 801-78348Ames, IA
Reg. AUM
$257.4M
Employees
5
Accounts
613
Location
Ames, IA
Clarity Asset Management, Inc. assets under management
Clarity Asset Management, Inc. is a registered investment adviser overseen by the SEC based in Ames, IA. The firm has been registered since 2013. It reports $257.4 million in regulatory assets under management and employs 5 people.
Clarity Asset Management, Inc. owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Julie Siegel Control | Chief Compliance Officer | Under 5% | 2014 |
| Kacy and Sophie Bass Revocable Trust | Owner | 50-75% | 2020 |
| Kacy Parker Bass Control | Partner | Under 5% | 2020 |
| Nevin and Samantha Conlon Revocable Trust | Owner | 50-75% | 2020 |
| Nevin Michael Conlon Control | Partner, Treasurer & Secretary | Under 5% | 2020 |
| Kacy Parker Bass Control | Trustee | — | 2016 |
| Nevin Michael Conlon Control | Trustee | — | 2017 |
| Samantha Conlon | Trustee | — | 2017 |
| Sophie Bass | Trustee | — | 2016 |
Frequently asked questions
How much does Clarity Asset Management, Inc. manage?
Clarity Asset Management, Inc. reports $257.4 million in regulatory assets under management on its Form ADV.
How many employees does Clarity Asset Management, Inc. have?
Clarity Asset Management, Inc. reports 5 employees.
Where is Clarity Asset Management, Inc. located?
Clarity Asset Management, Inc. is based in Ames, IA and has been SEC-registered since 2013.
Does Clarity Asset Management, Inc. disclose fund performance?
Clarity Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2117 Philadelphia Street, Suite 100, Ames, IA 50010 |
| Phone | 515-233-3152 |
| Fax | 515-233-1979 |
| Office hours | 8:00 a.m. To 5:00 p.m. Central |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$257.4M▲ 16%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,306 advisers
EmployeesTop 62%
More than 38% of 16,824 advisers
Assets under management
$257.4Mregulatory AUM
Discretionary $257.4M