{
  "crd_number": 117734,
  "slug": "claris-advisors-llc-st-louis-mo-117734",
  "primary_business_name": "CLARIS ADVISORS, LLC",
  "legal_name": "CLARIS ADVISORS, LLC",
  "dbas": [],
  "city": "St. Louis",
  "state": "MO",
  "country": "United States",
  "cbsa_code": "41180",
  "metro": {
    "cbsa_code": "41180",
    "common_name": "St. Louis",
    "msa_name": "St. Louis, MO-IL",
    "path": "/advisors/mo/st-louis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2006-07-07",
  "years_registered": 20,
  "period": "2026-10-01",
  "filing_date": "2026-03-12",
  "carried_forward": false,
  "raum_total": 911128071.0,
  "raum_discretionary": 911128071.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 359662.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 110397669.0,
      "count": 182
    },
    "pension_profit_sharing": {
      "raum": 18477336.0,
      "count": 9
    },
    "high_net_worth_individuals": {
      "raum": 774389812.0,
      "count": 140
    },
    "corporations_other_businesses": {
      "raum": 7503592.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "IL",
    "KS",
    "LA",
    "MO",
    "OR",
    "TX"
  ],
  "websites": [
    "https://claris-advisors.com",
    "https://linkedin.com/company/claris-advisors",
    "https://twitter.com/ClarisAdvisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117734",
  "city_as_filed": "ST. LOUIS",
  "url": "https://advisorcensus.com/firm/claris-advisors-llc-st-louis-mo-117734",
  "display_name": "Claris Advisors, LLC",
  "summary": "Claris Advisors, LLC is an SEC-registered investment advisory firm in St. Louis, MO, registered since 2006, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 12, 2026.",
  "citation": "AdvisorCensus. Claris Advisors, LLC (CRD 117734): 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)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Claris Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Claris Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Claris Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 12, 2026 states: Flat fee: $500 to $5,000 (Financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Claris Advisors, LLC located?",
      "a": "Claris Advisors, LLC's principal office is in St. Louis, MO, according to its Form ADV."
    },
    {
      "q": "Is Claris Advisors, LLC registered with the SEC or a state?",
      "a": "Claris Advisors, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 117734."
    },
    {
      "q": "How much does Claris Advisors, LLC manage?",
      "a": "Claris Advisors, LLC reports $911,128,071 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary)."
    },
    {
      "q": "How have Claris Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Claris Advisors, LLC: Regulatory assets under management: $433,019,320 in the October 2021 data and $911,128,071 in the October 2026 data, up 110%. Total employees: 6 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Claris Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (182); high net worth individuals (140); pension and profit sharing plans (but not the plan participants or government pension plans) (9)."
    },
    {
      "q": "Which custodians does Claris Advisors, LLC use?",
      "a": "Claris Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Claris Advisors, LLC 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/117734"
    },
    {
      "q": "What changed in Claris Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $800,716,319 to $911,128,071 (+14%). Registered or notice-filed in KS."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 433019320.0,
      "total_employees": 6,
      "filing_date": "2021-03-18"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 545978059.0,
      "total_employees": 4,
      "filing_date": "2022-02-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 581875045.0,
      "total_employees": 5,
      "filing_date": "2023-08-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 677649175.0,
      "total_employees": 5,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 800716319.0,
      "total_employees": 5,
      "filing_date": "2025-02-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 911128071.0,
      "total_employees": 3,
      "filing_date": "2026-03-12"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 3.",
        "Regulatory assets under management went from $800,716,319 to $911,128,071 (+14%).",
        "Registered or notice-filed in KS."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 12, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $500 to $5,000 (Financial planning services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $5,000 (Financial planning services)"
        ],
        "quotes": [
          "Financial planning fees will be charged as a fixed fee ranging from $500 to $5,000 depending on the nature and complexity of each client’s circumstances and the complexity of the plan."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "Financial planning services"
        }
      ]
    },
    "quotes": [
      "Financial planning fees will be charged as a fixed fee ranging from $500 to $5,000 depending on the nature and complexity of each client’s circumstances and the complexity of the plan."
    ],
    "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
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "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/claris-advisors-llc-st-louis-mo-117734.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 182,
      "fewer_than_5": false,
      "raum": 110397669.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 140,
      "fewer_than_5": false,
      "raum": 774389812.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 18477336.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 359662.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 7503592.0
    }
  ],
  "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/117734",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}