Claris Financial, LLC
Claris Financial, LLC is an SEC-registered mass-market adviser in Glen Allen, VA with $330.2M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Claris Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168503, SEC 801-115295, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $330.2M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Glen Allen, VA
- Employees
- 8
- Clients
- 599
- CRD
- 168503
- Ownership
- HALL, BRIAN, ROBERT; DENNIS, PATRICK, MEDARD; PAXTON, JOHN, FAULKNER
How much AUM does Claris Financial, LLC have?
Claris Financial, LLC reported $330.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Claris Financial, LLC?
Disclosed owners and executives of Claris Financial, LLC include HALL, BRIAN, ROBERT, DENNIS, PATRICK, MEDARD, PAXTON, JOHN, FAULKNER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.