CLARIS FINANCIAL ADVISORS, INC.

CLARIS FINANCIAL ADVISORS, INC. of ATLANTA, GA is an SEC-registered investment adviser (CRD 128660). Regulatory assets under management: $33.6M.

Registration

• CRD: 128660
• Type: Registered investment adviser
• Location: 2295 PARKLAKE DRIVE, ATLANTA, GA, 30345
• Phone: 770-934-8686
• Latest filing: 2026-03-28
• Regulatory AUM: $33.6M
• Discretionary AUM: $33.6M
• Clients: 2
• Accounts: 198

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128660 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search