SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Clarus Group LLC
New York, NY
CRD 310156
Firm filing updated September 10, 2026 ·
- $158MAssets
- 2Advisory staff
- 561Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals171
- High net worth individuals11
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 171 | $67.3 million |
| High net worth individuals | 11 | $78.8 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $3.8 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $8.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Financial planning services
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$158.0 million
- Accounts561
- Discretionary$154.2 million · 551 accounts
- Non-discretionary$3.8 million · 10 accounts
People
- Employees2
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents2
- Planning clients101 to 250
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 310156, SEC file 801-119319.
- Registered with the SEC as an investment advisor (status date on record: August 19, 2020).
Is Clarus Group LLC a fiduciary?
Short answer: Clarus Group LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
2 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.