{
  "crd_number": 310156,
  "slug": "clarus-group-llc-new-york-ny-310156",
  "primary_business_name": "CLARUS GROUP LLC",
  "legal_name": "CLARUS GROUP LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-08-19",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-09-10",
  "carried_forward": false,
  "raum_total": 157960513.0,
  "raum_discretionary": 154174267.0,
  "raum_non_discretionary": 3786246.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 67340765.0,
      "count": 171
    },
    "pension_profit_sharing": {
      "raum": 3786246.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 78836902.0,
      "count": 11
    },
    "corporations_other_businesses": {
      "raum": 7996600.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "NJ",
    "NY",
    "TX",
    "WA"
  ],
  "websites": [
    "https://clarusfinancial.com",
    "https://facebook.com/ClarusGroupLLC",
    "https://linkedin.com/company/clarusgroup"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310156",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/clarus-group-llc-new-york-ny-310156",
  "display_name": "Clarus Group LLC",
  "summary": "Clarus Group LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 10, 2026.",
  "citation": "AdvisorCensus. Clarus Group LLC (CRD 310156): 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"
  ],
  "quick_answers": [
    {
      "q": "How is Clarus Group LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Clarus Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does Clarus Group LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated January 30, 2026 states: Asset-based fee: 0.5% to 2.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Clarus Group LLC located?",
      "a": "Clarus Group LLC's principal office is in New York, NY, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Clarus Group LLC registered with the SEC or a state?",
      "a": "Clarus Group LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310156."
    },
    {
      "q": "How much does Clarus Group LLC manage?",
      "a": "Clarus Group LLC reports $157,960,513 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (98% discretionary)."
    },
    {
      "q": "How have Clarus Group LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Clarus Group LLC: Regulatory assets under management: $73,747,258 in the October 2021 data and $157,960,513 in the October 2026 data, up 114%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Clarus Group LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (171); high net worth individuals (11)."
    },
    {
      "q": "Which custodians does Clarus Group LLC use?",
      "a": "Clarus Group 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."
    },
    {
      "q": "Does Clarus Group 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/310156"
    },
    {
      "q": "Does Clarus Group LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 30, 2026 says: \"Clarus Group generally does not impose a minimum relationship size.\""
    },
    {
      "q": "What changed in Clarus Group LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 73747258.0,
      "total_employees": 3,
      "filing_date": "2021-08-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 92037185.0,
      "total_employees": 5,
      "filing_date": "2022-03-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 85409957.0,
      "total_employees": 3,
      "filing_date": "2023-03-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 107830400.0,
      "total_employees": 3,
      "filing_date": "2024-03-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 126228745.0,
      "total_employees": 2,
      "filing_date": "2025-03-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 157960513.0,
      "total_employees": 2,
      "filing_date": "2026-09-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Added an office in Hermosa Beach, CA."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $126,228,745 to $157,960,513 (+25%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 30, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 2.25% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 2.25% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Investment advisory fees range from 0.50% to 2.25% annually based on several factors, including: the scope complexity of the services to be provided, the level of assets to be managed, investment approach, and the overall relationship with the Advisor."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Clarus Group generally does not impose a minimum relationship size."
        ]
      }
    ],
    "quotes": [
      "Investment advisory fees range from 0.50% to 2.25% annually based on several factors, including: the scope complexity of the services to be provided, the level of assets to be managed, investment approach, and the overall relationship with the Advisor.",
      "Clarus Group generally does not impose a minimum relationship size."
    ],
    "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/clarus-group-llc-new-york-ny-310156.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 171,
      "fewer_than_5": false,
      "raum": 67340765.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 11,
      "fewer_than_5": false,
      "raum": 78836902.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 3786246.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 7996600.0
    }
  ],
  "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/310156",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}