The Clarus Group
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 310163
- Registered since
- September 2, 2020
- Website
- www.claruswealthgroup.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI87.82%
- Individuals11.95%
- Pension & Profit Sharing Plans0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
The Clarus Group is an independent, individually owned registered investment adviser that focuses on serving individuals and families. The firm is registered with the SEC (registered in 2020) and acts as a capital allocator, sourcing third‑party managers alongside in‑house advisory services. Its fee arrangements include traditional percentage‑of‑AUM billing and fixed fees, and its core advisory offerings list financial planning, portfolio management for individuals and small businesses, and selection-of-other-advisers services. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Public Funds/Mutual Funds28%
- Other12%
- Private Funds7%
- Cash & Cash Equivalents5%
Contacts
3 of 9
Ryan Sleeper
Financial PlannerCRD 5768443
Andy Thornton
PartnerCRD 4453472
James Mccarthy
Financial AdvisorCRD 325138
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$254M in ETFs
21%
$54.3M
54%
$199M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO) | Aptus Capital Advisors | Active | Options Trading | $47.6M | 1,015,115 | 18.78% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 520 Post Oak Blvd
- Time zone
- CT (UTC-6)
- Office locations
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