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THE CLARUS GROUP
Legal name: THE CLARUS GROUP, INC.
CRD 310163File 801-119388
APPROVED
Retail clients
Custody
Filing as of Jul 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.10B
Above cohort median (national)
Discretionary AUM
$1.10B
Clients
613
1,786 accounts
Employees
14
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Sep 2, 2020
- Principal office
- 520 POST OAK BLVD., SUITE 750, HOUSTON, TX, 77027
- Phone
- 713-621-3500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.10B
- Discretionary AUM
- $1.10B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,786
- Non-discretionary accounts
- 0
- Total accounts
- 1,786
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 220 | $969.4M |
| Pension and profit sharing plans | Fewer than 5 | $2.5M |
| Individuals (other than high net worth individuals) | 393 | $131.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — CONSULTING FEES
- 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 individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 13 | 14 | increased by1 |
| Mar 1, 2026 | Clients | 606 | 613 | increased by7 |
| Mar 1, 2026 | AUM | $877,307,586 | $1,103,793,878 | increased by$226,486,292 |
| Mar 1, 2026 | Accounts | 1,807 | 1,786 | decreased by21 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 13 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 462 | 606 | increased by144 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $591,934,015 | $877,307,586 | increased by$285,373,571 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,208 | 1,807 | increased by599 |
| Apr 1, 2022 | Clients | 578 | 462 | decreased by116 |
| Apr 1, 2022 | AUM | $506,317,616 | $591,934,015 | increased by$85,616,399 |
| Apr 1, 2022 | Accounts | 1,201 | 1,208 | increased by7 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLARUS GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLARUS GROUP” may also match similarly-named firms). Confirm identity against each filing.
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.