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 75 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
    75
    ACCOUNTS
  • Average Account Value
    $2,333,333
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 - 6 of 6 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 11 years of experience in the finance industry.

2
Brittany D. Slater-Gautreau
CRD#: 4885737
5000 Birch Street, Ste 100, Newport Beach, CA 92660
90
Wealthminder
score

Brittany Slater-Gautreau (CRD# 4885737) is an Investment Advisor Representative working at Dba Clarity Capital Partners in Newport Beach, CA and has over 3 years of experience in the finance industry.

3
Jeffrey R. Dillman
CRD#: 6439243
5000 Birch Street, Suite 100, Newport Beach, CA 92660
89
Wealthminder
score

Jeffrey Dillman (CRD# 6439243) is an Investment Advisor Representative working at Dba Clarity Capital Partners in Newport Beach, CA and has over 3 years of experience in the finance industry.

4
Nick T. Redding
CRD#: 6673572
5000 Birch Street, Ste 100, Newport Beach, CA 92660
87
Wealthminder
score

Nick Redding (CRD# 6673572) 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.

5
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 12 years of experience in the finance industry.

6
Todd A. Rustman
CRD#: 2453708
660 Newport Center Drive, Suite 770, Newport Beach, CA 92660
61
Wealthminder
score

Todd Rustman (CRD# 2453708) is an Investment Advisor Representative working at Dba Clarity Capital Partners in Newport Beach, CA and has over 15 years of experience in the finance industry. Todd Rustman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.