Claritas Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 334055
- Custodians
- ALTRUIST FINANCIAL LLC, INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Claritas Advisors, LLC is a privately held limited liability company that provides portfolio management services aimed at individuals and small businesses. The firm charges fees based on a percentage of assets under management and reports its advisory focus as discretionary portfolio management rather than pension consulting or broader institutional services. According to regulatory disclosures the adviser is not classified as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Lucas Turton
CCO, Managing MemberCRD 4993050
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations