THE CLARUS GROUP

RIASEC RegisteredEst. 2020

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$618K

Accounts

1,786

Employees

Advisory reps

Firm details

Headquarters: HOUSTON, Texas
CRD number: 310163
Registered since: September 2, 2020
Website: www.claruswealthgroup.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI87.82%
Individuals11.95%
Pension & Profit Sharing Plans0.23%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

The Clarus Group is an independent registered investment adviser organized as a corporation and SEC-registered in 2020. The firm is owner-operated and describes itself as a capital allocator serving primarily individual and family clients. Its fee arrangements include percentage-of-AUM fees as well as fixed and other fee structures. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. The firm does not identify as an active ESG investor. The Clarus Group also reports an insurance company affiliation as part of its industry relationships. It is not flagged as a multi-state adviser and is not newly formed in regulatory terms.