CLARIS ADVISORS, LLC

RIASEC RegisteredEst. 2006

Total AUM

$911M

Discretionary

$911M

100% of AUM

Avg account

$936K

Accounts

973

Employees

Advisory reps

Firm details

Headquarters: SAINT LOUIS, Missouri
CRD number: 117734
Registered since: July 7, 2006
Website: claris-advisors.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI84.99%
Individuals12.12%
Pension & Profit Sharing Plans2.03%
Corporations / Businesses0.82%
Charitable Organizations0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Claris Advisors, LLC is an independent, SEC-registered registered investment adviser that has been operating since 2006 and is owned by an individual principal. The firm acts as a capital allocator and serves both individual/family clients and institutional clients. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements, reflecting a hybrid advisory model that can accommodate financial planning projects as well as ongoing portfolio management. Advisory services explicitly include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of third-party advisers. The firm is not positioned as an ESG-focused manager and does not report multistate adviser status. An accounting affiliation is noted among its industry ties.