Claris Advisors, LLC
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
FINTRXOverview
Claris Advisors, LLC is an independent, owner-operated registered investment adviser that has been on the SEC register since 2006. The firm acts as a capital allocator and works with both individual/family clients and institutional entities. Its advisory services combine financial planning with portfolio management for individuals, small businesses, and institutions; the firm also provides pension consulting-related services and assists clients in selecting other advisers. Fee arrangements are flexible and include percentage-of-assets, hourly billing, and fixed fees. Claris does not present itself as an active ESG investor and lists an accountant among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- State & Local Bonds9%
- Cash & Cash Equivalents8%
- US Government Bonds5%
- Exchange Traded Equities3%
Contacts
3 of 43John Scott
MemberCRD 5314199
Robert Minkler
Managing PartnerCRD 5314187
Andrew Merkle
Associate Wealth AdvisorCRD 7614972
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$361M in ETFs
8%
$30.3M
92%
$330M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $75.4M | 1,699,992 | 20.91% |
Location
Saint Louis, MO
Saint Louis City
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis City
- Address
- 800 Market St
- Time zone
- CT (UTC-6)
- Office locations
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