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.
The Clarus Group
Houston, TX
The Clarus Group, Inc., CRD 310163
Firm filing updated July 17, 2026 ·
- $1.1BAssets
- 9Advisory staff
- 1,786Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals393
- High net worth individuals220
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 393 | $131.9 million |
| High net worth individuals | 220 | $969.4 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $2.5 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
- Pension consulting services
See all 5 services
- Selection of other advisors (including private fund managers)
- Other: "CONSULTING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Other: "CONSULTING"
Assets and accounts
- Regulatory assets$1.1 billion
- Accounts1,786
- DiscretionaryAll accounts
People
- Employees14
- Advisory staff9
- Broker-dealer reps0
- Licensed insurance agents4
- Planning clients500
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: The Clarus Group, Inc. SEC-registered investment advisor. CRD 310163, SEC file 801-119388.
- Registered with the SEC as an investment advisor (status date on record: September 2, 2020).
Is The Clarus Group a fiduciary?
Short answer: The Clarus Group 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.'
4 staff are licensed insurance agents and the firm has a related insurance company or agency.
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.