Holly Lauren Gage
Investment adviser representative at The Clarus Group
14 yearsExperience
1 stateRegistered in
$1.1BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- The Clarus GroupSep 2022 to now
- Clarus Wealth GroupApr 2021 to now
- Highradius CorpSep 2019 to Apr 2021
- Pappas Restaurants Inc.May 2015 to Sep 2019
- StudentAug 2012 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
The Clarus Group
Legal name: The Clarus Group, Inc.
$1.1BAssets managed
613Clients
9Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7414885
- Firm CRD
- 310163