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CLARO ADVISORS INC.
CRD 160294File 801-80372
APPROVED
Retail clients
Custody
Filing as of Jul 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.41B
Above cohort median (national)
Discretionary AUM
$1.38B
Non-discretionary $30.9M
Clients
1,123
3,161 accounts
Employees
37
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 8, 2014
- Principal office
- 100 HIGH STREET, SUITE 950, BOSTON, MA, 02110
- Phone
- (800) 604-2838
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.41B
- Discretionary AUM
- $1.38B
- Non-discretionary AUM
- $30.9M
- Discretionary accounts
- 3,146
- Non-discretionary accounts
- 15
- Total accounts
- 3,161
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $154.2M |
| Charitable organizations | 7 | $11.8M |
| High net worth individuals | 362 | $941.2M |
| Pension and profit sharing plans | 14 | $29.2M |
| Individuals (other than high net worth individuals) | 730 | $271.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.