Clarity Capital Partners

Clarity Capital Partners (CRD# 129898) is a financial advisory firm headquartered in Newport Beach, CA. They manage $301,319,135 in 769 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    301
    MILLION
  • Total Number of Accounts
    769
    ACCOUNTS
  • Average Account Value
    $391,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, MT, NV, OR, TX, VT, WA

Financial Advisors at Clarity Capital Partners
Showing 1 - 10 of 10 top financial advisors.
1
Ron M. Amir
CRD#: 4565409
5000 Birch Street, Ste 100, Newport Beach, CA 92660

Ron Amir (CRD# 4565409) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has over 21 years of experience in the finance industry.

2
Olivio R. Gomez
CRD#: 5168663
5000 Birch Street, Ste 100, Newport Beach, CA 92660

Olivio Gomez (CRD# 5168663) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has over 16 years of experience in the finance industry.

3
Todd A. Rustman
CRD#: 2453708
660 Newport Center Drive, Suite 770, Newport Beach, CA 92660

Todd Rustman (CRD# 2453708) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has over 21 years of experience in the finance industry.

4
Brittany D. Slater-Gautreau
CRD#: 4885737
5000 Birch Street, Ste 100, Newport Beach, CA 92660

Brittany Slater-Gautreau (CRD# 4885737) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has over 9 years of experience in the finance industry.

5
Terry L. Thomason
CRD#: 4831285
1750 112th Ave. Ne, Suite D-154, Bellevue, WA 98004

Terry Thomason (CRD# 4831285) is an Investment Advisor Representative working at Clarity Capital Partners in Bellevue, WA and has over 17 years of experience in the finance industry.

6
Peter J. Anderson
CRD#: 6974078
5000 Birch Street, Ste 100, Newport Beach, CA 92660

Peter Anderson (CRD# 6974078) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has over 4 years of experience in the finance industry.

7
Blake A. Bauer
CRD#: 7690157
5000 Birch Street, Ste 100, Newport Beach, CA 92660

Blake Bauer (CRD# 7690157) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has 1 year of experience in the finance industry.

8
William D. Katzelis
CRD#: 1679455
5000 Birch Street, Ste 100, Newport Beach, CA 92660

William Katzelis (CRD# 1679455) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has 1 year of experience in the finance industry.

9
Connor J. Schamblin
CRD#: 7663985
5000 Birch Street, Ste 100, Newport Beach, CA 92660

Connor Schamblin (CRD# 7663985) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has 1 year of experience in the finance industry.

10
Misty D. Stoddart
CRD#: 7838850
5000 Birch Street, Ste 100, Newport Beach, CA 92660

Misty Stoddart (CRD# 7838850) is an Investment Advisor Representative working at Clarity Capital Partners in Newport Beach, CA and has 1 year of experience in the finance industry.

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