← Directory
CLARIS FINANCIAL, LLC
CRD 168503File 801-115295
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$330.2M
Below cohort median (national)
Discretionary AUM
$305.6M
Non-discretionary $24.6M
Clients
599
1,038 accounts
Employees
8
Below cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 16, 2019
- Principal office
- 4510 COX RD., SUITE 302, GLEN ALLEN, VA, 23060
- Phone
- 804-935-3000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $330.2M
- Discretionary AUM
- $305.6M
- Non-discretionary AUM
- $24.6M
- Discretionary accounts
- 986
- Non-discretionary accounts
- 52
- Total accounts
- 1,038
- AUM per client
- $551K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $5.1M |
| High net worth individuals | 161 | $248.3M |
| Individuals (other than high net worth individuals) | 438 | $76.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.