Dba Clarity Capital Partners

Dba Clarity Capital Partners (CRD# 129898) is a financial advisory firm headquartered in Newport Beach, CA. They manage $175,000,000 in 85 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $2,058,824
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, NY, OR, TX, WA

Financial Advisors at Dba Clarity Capital Partners
Showing 1 - 4 of 4 top financial advisors.
1
Olivio R. Gomez
CRD#: 5168663
5000 Birch Street, Ste 100, Newport Beach, CA 92660
93
Wealthminder
score

Olivio Gomez (CRD# 5168663) is an Investment Advisor Representative working at Dba Clarity Capital Partners in Newport Beach, CA and has over 9 years of experience in the finance industry.

2
Todd A. Rustman
CRD#: 2453708
660 Newport Center Drive, Suite 770, Newport Beach, CA 92660
93
Wealthminder
score

Todd Rustman (CRD# 2453708) is an Investment Advisor Representative working at Dba Clarity Capital Partners in Newport Beach, CA and has over 14 years of experience in the finance industry.

3
Brittany D. Slater-Gautreau
CRD#: 4885737
5000 Birch Street, Ste 100, Newport Beach, CA 92660
88
Wealthminder
score

Brittany Slater-Gautreau (CRD# 4885737) is an Investment Advisor Representative working at Dba Clarity Capital Partners in Newport Beach, CA and has 1 year of experience in the finance industry.

4
Shawne P. Malone
CRD#: 3136113
5000 Birch Street, Ste 100, Newport Beach, CA 92660
81
Wealthminder
score

Shawne Malone (CRD# 3136113) is an Investment Advisor Representative working at Dba Clarity Capital Partners in Newport Beach, CA and has over 11 years of experience in the finance industry.

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