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THE CLARUS GROUP
THE CLARUS GROUP, INC.
CRD 310163 · SEC 801-119388
520 POST OAK BLVD., SUITE 750, HOUSTON, TX, 77027, United States
Phone
713-621-3500
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.10B
Discretionary AUM
$1.10B
Team
14 total employees; 9 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; CONSULTING FEES
Org form
Corporation
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 393 | $131.9M |
| High net worth individuals | 220 | $969.4M |
States served
CA, LA, OK, TX, FL
All web addresses on file
Official SEC filing: View on IAPD