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CLARIS FINANCIAL, LLC
CRD 168503 · SEC 801-115295
4510 COX RD., SUITE 302, GLEN ALLEN, VA, 23060, United States
Phone
804-935-3000
Fax
804-273-0262
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$330.2M
Discretionary AUM
$305.6M
Team
8 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 438 | $76.8M |
| High net worth individuals | 161 | $248.3M |
States served
AL, IL, MD, NJ, NY, NC, PA, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD