Overview
Assets Under Management: $158 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 11
Average Client Assets: $7.2 million
Frequently Asked Questions
CLARUS GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310156), CLARUS GROUP LLC is subject to fiduciary duty under federal law.
CLARUS GROUP LLC is headquartered in NEW YORK, NY.
CLARUS GROUP LLC serves 11 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, CLARUS GROUP LLC offers financial planning and portfolio management for individuals. View all service details ↓
CLARUS GROUP LLC manages $158 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, CLARUS GROUP LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.91%
Average Client Assets: $7.2 million
Total Client Accounts: 561
Discretionary Accounts: 551
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 310156
Filing ID: 2071663
Last Filing Date: 2026-03-12 14:44:51