Claris Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Glen Allen, VA. Its latest Form ADV filing, dated March 30, 2026, reports $330M in regulatory assets under management, 8 employees, 1 office, and 1,038 accounts.
Assets Under Management
$330M
Employees
8
Offices
1 office
Total Clients
599
Primary office
GLEN ALLEN, VA
4510 COX RD., SUITE 302, GLEN ALLEN, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.1% of total clients.
Top client categories% of clientsClients
1
Individuals
73.1%
438
2
HNWI
26.9%
161
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$330Mas of March 30, 2026
Discretionary92.5%
$306M
93% of total RAUM92.5%
Non-discretionary7.5%
$25M
7% of total RAUM7.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$330M
Total Accounts1,038
10Y AUM Change+$225M (+213.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee75:1
10Y Employee Change+1 (+14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.