Clarity Asset Management, Inc.
- Regulatory AUM
- $257M
- Discretionary
- $257M
- Clients
- 271
- Avg AUM / client
- $950K
- Accounts
- 613
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 182 | $87.2M | 33.9% |
| High net worth individuals | 88 | $170M | 65.9% |
| Charitable organizations | 1 | $524K | 0.2% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donald Lee Erickson | President/Ceo | Chartered Financial Consultant | Jun 1999 (27y) | Less than 5% |
| Steven James Larson | Vice President, Cio | Apr 2001 (25y) | Less than 5% | |
| Erickson, Becky | Trustee | Dec 2004 (22y) | GP / trustee / elected manager of Donald And Becky Erickson Revocable Trust (indirect) | |
| Siegel, Julie | Chief Compliance Officer, Treasurer | Jan 2014 (13y) | Less than 5% | |
| Kacy Parker Bass | Secretary | CFP | Mar 2015 (11y) | Less than 5% |
| Bass, Sophie | Trustee | Apr 2016 (10y) | GP / trustee / elected manager of Kacy And Sophie Bass Revocable Trust (indirect) | |
| Siegel, Stephen | Trustee | Jun 2016 (10y) | GP / trustee / elected manager of Stephen And Julie Siegel Revocable Trust (indirect) | |
| Conlon, Samantha | Trustee | Jun 2017 (9y) | GP / trustee / elected manager of Nevin And Samantha Conlon Revocable Trust (indirect) | |
| Nevin Michael Conlon | Vice President, Coo | CFP | Jun 2017 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Donald And Becky Erickson Revocable Trust | Owner | Nov 2013 | A | 50% – 75% |
| Kacy And Sophie Bass Revocable Trust | Owner | Apr 2020 | A | 10% – 25% |
| Nevin And Samantha Conlon Revocable Trust | Owner | Apr 2020 | A | 10% – 25% |
| Stephen And Julie Siegel Revocable Trust | Owner | Apr 2020 | A | 5% – 10% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $257M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗