{
  "crd_number": 334243,
  "slug": "clarion-wealth-management-partners-fairfax-va-334243",
  "primary_business_name": "CLARION WEALTH MANAGEMENT PARTNERS",
  "legal_name": "CLARION WEALTH MANAGEMENT PARTNERS, LLC",
  "dbas": [],
  "city": "Fairfax",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-01-17",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 394812451.0,
  "raum_discretionary": 393487696.0,
  "raum_non_discretionary": 1324755.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 111161307.0,
      "count": 282
    },
    "pension_profit_sharing": {
      "raum": 3333613.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 280110361.0,
      "count": 129
    },
    "corporations_other_businesses": {
      "raum": 207170.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "commissions",
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "GA",
    "MD",
    "NC",
    "PA",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://clarionwealth.com",
    "https://facebook.com/clarionwealth",
    "https://linkedin.com/company/clarion-wealth-management-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334243",
  "city_as_filed": "FAIRFAX",
  "url": "https://advisorcensus.com/firm/clarion-wealth-management-partners-fairfax-va-334243",
  "display_name": "Clarion Wealth Management Partners",
  "summary": "Clarion Wealth Management Partners is an SEC-registered investment advisory firm in Fairfax, VA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Clarion Wealth Management Partners (CRD 334243): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Commissions"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Clarion Wealth Management Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Clarion Wealth Management Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions."
    },
    {
      "q": "How much does Clarion Wealth Management Partners charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Hourly rate: $750 an hour (financial planning advice or non-profit or business consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Clarion Wealth Management Partners located?",
      "a": "Clarion Wealth Management Partners' principal office is in Fairfax, VA, according to its Form ADV."
    },
    {
      "q": "Is Clarion Wealth Management Partners registered with the SEC or a state?",
      "a": "Clarion Wealth Management Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334243."
    },
    {
      "q": "How much does Clarion Wealth Management Partners manage?",
      "a": "Clarion Wealth Management Partners reports $394,812,451 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Clarion Wealth Management Partners' assets and staff changed since 2025?",
      "a": "In the Form ADV data for Clarion Wealth Management Partners: Regulatory assets under management: $312,446,459 in the October 2025 data and $394,812,451 in the October 2026 data, up 26%. Total employees: 7 in October 2025 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Clarion Wealth Management Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (282); high net worth individuals (129); pension and profit sharing plans (but not the plan participants or government pension plans) (7)."
    },
    {
      "q": "Which custodians does Clarion Wealth Management Partners use?",
      "a": "Clarion Wealth Management Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Clarion Wealth Management Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334243"
    },
    {
      "q": "Does Clarion Wealth Management Partners state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"In general, Clarion requires each household to have a minimum of $500,000 that is managed by Clarion. We may waive this minimum at our discretion.\""
    },
    {
      "q": "What changed in Clarion Wealth Management Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $312,446,459 to $394,812,451 (+26%)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 312446459.0,
      "total_employees": 7,
      "filing_date": "2025-05-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 394812451.0,
      "total_employees": 8,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $312,446,459 to $394,812,451 (+26%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $750 an hour (financial planning advice or non-profit or business consulting)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "In general, Clarion requires each household to have a minimum of $500,000 that is managed by Clarion. We may waive this minimum at our discretion."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $750 an hour (financial planning advice or non-profit or business consulting)"
        ],
        "quotes": [
          "Annual financial planning or consulting fees generally begin at $5,000 and are usually no higher than $25,000. Hourly rates will not exceed $750."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 750.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning advice or non-profit or business consulting"
        }
      ]
    },
    "quotes": [
      "In general, Clarion requires each household to have a minimum of $500,000 that is managed by Clarion. We may waive this minimum at our discretion.",
      "Annual financial planning or consulting fees generally begin at $5,000 and are usually no higher than $25,000. Hourly rates will not exceed $750."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/clarion-wealth-management-partners-fairfax-va-334243.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 282,
      "fewer_than_5": false,
      "raum": 111161307.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 129,
      "fewer_than_5": false,
      "raum": 280110361.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 3333613.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 207170.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334243",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}