# The Klausman Group

> The Klausman Group is a state-registered investment advisory firm, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 13, 2026.

- CRD: 286505
- Filed as: THE KLAUSMAN GROUP
- Legal name: Klausman, Henry Martin
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: January 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286505
- AdvisorCensus page: https://advisorcensus.com/firm/the-klausman-group-286505

## Quick answers

**How is The Klausman Group compensated?**
On its Form ADV (Item 5.E, October 2026), The Klausman Group reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is The Klausman Group registered with the SEC or a state?**
The Klausman Group is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286505.

**How much does The Klausman Group manage?**
The Klausman Group reports $24,736,569 in regulatory assets under management in its Form ADV filing dated January 13, 2026 (81% discretionary).

**What types of clients does The Klausman Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28).

**Does The Klausman Group report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(3) (SEC or CFTC finding of causing a business's authorization to be denied, suspended, revoked, or restricted), and 11.C(4) (SEC or CFTC order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/286505

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $24,736,569
- Discretionary: $20,076,979
- Non-discretionary: $4,659,590

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $10,359,254 |
| High net worth individuals | Fewer than 5 | $14,377,315 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(3): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/286505

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Klausman Group (CRD 286505): Form ADV filing data as of October 2026.