CLARIS FINANCIAL, LLC
Firm details
- Headquarters
- GLEN ALLEN, Virginia
- CRD number
- 168503
- Registered since
- May 16, 2019
- Website
- www.clarisfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.18%
- Individuals23.27%
- Charitable Organizations1.55%
- Services
- Portfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Claris Financial, LLC is an owner-operated investment advisory organized as an LLC and registered with the SEC in 2019. The firm focuses on serving individual and family clients, delivering portfolio management for individuals and small businesses alongside educational seminars and workshops. Its advisory fees are charged as a percentage of assets under management. Claris is not positioned as a capital allocator, does not identify as an active ESG investor, and does not operate as a multi-state adviser or pension consultant.
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 Funds61%
- Exchange Traded Equities28%
- Cash & Cash Equivalents5%
- US Government Bonds3%
- State & Local Bonds2%
Contacts
3 of 8DANIEL MURPHY
Wealth ManagerCRD 2042726
CHRISTOPHER FARVER
Wealth ManagerCRD 5244099
PATRICK DENNIS
Co-FounderCRD 3039763
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 103Active vs passive
$142M in ETFs
74%
$105M
22%
$36.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND (FVD) | First Trust | Passive | Large Value | $11.8M | 250,591 | 8.30% |
Location
GLEN ALLEN, VA
HENRICO
Location
GLEN ALLEN, VA
Headquartered in GLEN ALLEN, VA, in the South of the United States.
- Region
- South
- County
- HENRICO
- Address
- 4510 Cox Rd
- Time zone
- ET (UTC-5)
- Office locations
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