# The Clarus Group

> The Clarus Group is an SEC-registered investment advisory firm in Houston, TX, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 17, 2026.

- CRD: 310163
- Filed as: THE CLARUS GROUP
- Legal name: The Clarus Group, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: July 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310163
- AdvisorCensus page: https://advisorcensus.com/firm/the-clarus-group-houston-tx-310163

## Quick answers

**How is The Clarus Group compensated?**
On its Form ADV (Item 5.E, October 2026), The Clarus Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**Where is The Clarus Group located?**
The Clarus Group's principal office is in Houston, TX, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is The Clarus Group registered with the SEC or a state?**
The Clarus Group is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310163.

**How much does The Clarus Group manage?**
The Clarus Group reports $1,103,793,878 in regulatory assets under management in its Form ADV filing dated July 17, 2026 (100% discretionary).

**How have The Clarus Group's assets and staff changed since 2021?**
In the Form ADV data for The Clarus Group: Regulatory assets under management: $506,317,616 in the October 2021 data and $1,103,793,878 in the October 2026 data, up 118%. Total employees: 9 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Clarus Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (393); high net worth individuals (220).

**Which custodians does The Clarus Group use?**
The Clarus Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC and Raymond James & Associates, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does The Clarus Group 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/310163

**Does The Clarus Group state an account minimum?**
Its Form ADV Part 2A brochure dated July 17, 2026 says: "The Clarus Group generally does not impose a minimum relationship size."

**What changed in The Clarus Group's recent Form ADV filings?**
In the June 2026 filing data: Changed its office addresses in Angleton, TX.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 17, 2026)

- Account minimum: None

> The Clarus Group generally does not impose a minimum relationship size.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC
- Raymond James & Associates, 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: $1,103,793,878
- Discretionary: $1,103,793,878
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 393 | $131,879,290 |
| High net worth individuals | 220 | $969,375,877 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,538,711 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 14 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, LA, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Angleton, TX
- Winnie, TX

### Websites listed on Form ADV (Item 1.I)
- claruswealthgroup.com
- Facebook @ClarusWealthGroup
- LinkedIn @claruswealthgroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $506,317,616 | 9 | March 18, 2021 |
| October 2022 | $591,934,015 | 9 | March 22, 2022 |
| October 2023 | $600,050,474 | 10 | September 11, 2023 |
| October 2024 | $797,968,022 | 14 | May 29, 2024 |
| October 2025 | $877,307,586 | 13 | February 5, 2025 |
| October 2026 | $1,103,793,878 | 14 | July 17, 2026 |

Regulatory assets under management: $506,317,616 in the October 2021 data and $1,103,793,878 in the October 2026 data, up 118%.
Total employees: 9 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Changed its office addresses in Angleton, TX.

### March 2026
- Regulatory assets under management went from $877,307,586 to $1,103,793,878 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Clarus Group (CRD 310163): Form ADV filing data as of October 2026.