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 Aug 17, 2026

Regulatory AUM

$1.10B

Above cohort median (national)

Discretionary AUM

$1.10B

Clients

613

1,786 accounts

Employees

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
Website: http://www.claruswealthgroup.com

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, 5G

Compensation

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 11

This 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.