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CLARIS ADVISORS, LLC
CRD 117734 · SEC 801-66993
800 MARKET STREET, SUITE 500, ST. LOUIS, MO, 63101-2501, United States
Phone
314-655-5504
Fax
314-655-5506
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$911.1M
Discretionary AUM
$911.1M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 182 | $110.4M |
| High net worth individuals | 140 | $774.4M |
| Pension/profit sharing plans | 9 | $18.5M |
States served
CA, IL, KS, LA, OR, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD