CLARUS GROUP LLC
SEC RegisteredWHATEVER YOUR LIFE'S ADVENTURE, WE MAKE IT WORTH SHARING.
About the firm
Clarus Group, LLC creates tailored financial strategies guided by the values of trust, honesty, and integrity, drawing on years of experience to help clients navigate life's transitions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, investment and asset management, estate planning, insurance planning, tax planning, and financial education.
Who they serve
Artists of all types, families in transition, the LGBTQIA+ community, and business owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 171 | $67M |
| High Net Worth Individuals | 11 | $79M |
10 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CLARUS GROUP LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.