# Claris Advisors, LLC

> 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.

- CRD: 117734
- Filed as: CLARIS ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. Louis, MO
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117734
- AdvisorCensus page: https://advisorcensus.com/firm/claris-advisors-llc-st-louis-mo-117734

## Quick answers

**How is Claris Advisors, LLC compensated?**
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).

**How much does Claris Advisors, LLC charge?**
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.

**Where is Claris Advisors, LLC located?**
Claris Advisors, LLC's principal office is in St. Louis, MO, according to its Form ADV.

**Is Claris Advisors, LLC registered with the SEC or a state?**
Claris Advisors, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 117734.

**How much does Claris Advisors, LLC manage?**
Claris Advisors, LLC reports $911,128,071 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**How have Claris Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Claris Advisors, LLC serve?**
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).

**Which custodians does Claris Advisors, LLC use?**
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.

**Does Claris Advisors, LLC report any disciplinary disclosures?**
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

**What changed in Claris Advisors, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Flat fee: $500 to $5,000 (Financial planning services)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $911,128,071
- Discretionary: $911,128,071
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 182 | $110,397,669 |
| High net worth individuals | 140 | $774,389,812 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $18,477,336 |
| Charitable organizations | Fewer than 5 | $359,662 |
| Corporations or other businesses not listed above | Fewer than 5 | $7,503,592 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, KS, LA, MO, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- claris-advisors.com
- LinkedIn @claris-advisors
- X @ClarisAdvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $433,019,320 | 6 | March 18, 2021 |
| October 2022 | $545,978,059 | 4 | February 25, 2022 |
| October 2023 | $581,875,045 | 5 | August 24, 2023 |
| October 2024 | $677,649,175 | 5 | March 26, 2024 |
| October 2025 | $800,716,319 | 5 | February 25, 2025 |
| October 2026 | $911,128,071 | 3 | March 12, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Claris Advisors, LLC (CRD 117734): Form ADV filing data as of October 2026.