# Claris Financial, LLC

> Claris Financial, LLC is an SEC-registered investment advisory firm in Glen Allen, VA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 168503
- Filed as: CLARIS FINANCIAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Glen Allen, VA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168503
- AdvisorCensus page: https://advisorcensus.com/firm/claris-financial-llc-glen-allen-va-168503

## Quick answers

**How is Claris Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Claris Financial, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Claris Financial, LLC located?**
Claris Financial, LLC's principal office is in Glen Allen, VA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Claris Financial, LLC registered with the SEC or a state?**
Claris Financial, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 168503.

**How much does Claris Financial, LLC manage?**
Claris Financial, LLC reports $330,221,020 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (93% discretionary).

**How have Claris Financial, LLC's assets and staff changed since 2021?**
In the Form ADV data for Claris Financial, LLC: Regulatory assets under management: $196,380,854 in the October 2021 data and $330,221,020 in the October 2026 data, up 68%. Total employees: 8 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Claris Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (438); high net worth individuals (161).

**Which custodians does Claris Financial, LLC use?**
Claris Financial, LLC's 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.

**Does Claris Financial, 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/168503

**Does Claris Financial, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "Claris Financial recommends (but does not require) that clients have at least $100,000 in total manageable assets."

**What changed in Claris Financial, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $285,968,222 to $330,221,020 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $100,000

> Claris Financial recommends (but does not require) that clients have at least $100,000 in total manageable assets.

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.

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: $330,221,020
- Discretionary: $305,606,970
- Non-discretionary: $24,614,050

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 438 | $76,828,299 |
| High net worth individuals | 161 | $248,274,649 |
| Charitable organizations | Fewer than 5 | $5,118,072 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, IL, MD, NC, NJ, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Midlothian, VA

### Websites listed on Form ADV (Item 1.I)
- [clarisfinancial.com](https://clarisfinancial.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $196,380,854 | 8 | April 9, 2021 |
| October 2022 | $237,317,513 | 8 | March 31, 2022 |
| October 2023 | $206,637,741 | 8 | March 31, 2023 |
| October 2024 | $231,893,337 | 8 | March 29, 2024 |
| October 2025 | $285,968,222 | 8 | March 27, 2025 |
| October 2026 | $330,221,020 | 8 | March 30, 2026 |

Regulatory assets under management: $196,380,854 in the October 2021 data and $330,221,020 in the October 2026 data, up 68%.
Total employees: 8 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $285,968,222 to $330,221,020 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Claris Financial, LLC (CRD 168503): Form ADV filing data as of October 2026.