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, owner-operated registered investment adviser that began SEC registration in 2020 and focuses on serving individual and family clients. The firm operates as a capital allocator and delivers a mix of financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection-of-other-advisers work. Fee arrangements include asset-based fees, fixed fees, and other fee structures. The firm does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Holly Pickett
Relationship ManagerCRD 7414885
James Mccarthy
Financial AdvisorCRD 325138
Andy Thornton
PartnerCRD 4453472
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$245M in ETFs
24%
$57.5M
56%
$187M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| APTUS COLLARED INVESTMENT OPPORTUNITY ETF (ACIO) | Aptus Capital Advisors | Active | Options Trading | $48.8M | 1,057,313 | 19.94% |
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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