Clarus Group LLC

Overview

Clarus Group LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model includes asset-based billing as well as hourly and fixed-fee engagements. Clarus is not positioned as a multi-state or newly formed adviser, does not act as a pension consultant or capital allocator, and does not identify as an active ESG investor. The firm lists an industry affiliation with an accountant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices