CLARIS FINANCIAL, LLC

CLARIS FINANCIAL, LLC of GLEN ALLEN, VA is an SEC-registered investment adviser (CRD 168503). Regulatory assets under management: $330.2M.

Registration

• CRD: 168503
• SEC file number: 801-115295
• Type: Registered investment adviser
• Location: 4510 COX RD., SUITE 302, GLEN ALLEN, VA, 23060
• Phone: 804-935-3000
• Latest filing: 2026-03-30
• Regulatory AUM: $330.2M
• Discretionary AUM: $305.6M
• Non-discretionary AUM: $24.6M
• Clients: 8
• Accounts: 1,038

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168503 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search