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Claris Financial, LLC

● SEC registered since 2019CRD 168503SEC# 801-115295Glen Allen, VA
Export (members)
Reg. AUM
$286M
Employees
8
Accounts
1,114
Location
Glen Allen, VA

Claris Financial, LLC assets under management

Claris Financial, LLC is a registered investment adviser overseen by the SEC based in Glen Allen, VA. The firm has been registered since 2019. It reports $286 million in regulatory assets under management and employs 8 people.
www.clarisfinancial.comView on SEC.gov ↗

Claris Financial, LLC owners & executives

3 reported
NameTitleOwnershipSince
Brian Robert HallInvestor And Consultant10-25%2012
John Faulkner Paxton ControlPresident, Chief Compliance Officer50-75%2009
Patrick Medard DennisInvestor10-25%2012

Frequently asked questions

How much does Claris Financial, LLC manage?

Claris Financial, LLC reports $286 million in regulatory assets under management on its Form ADV.

How many employees does Claris Financial, LLC have?

Claris Financial, LLC reports 8 employees.

Where is Claris Financial, LLC located?

Claris Financial, LLC is based in Glen Allen, VA and has been SEC-registered since 2019.

Does Claris Financial, LLC disclose fund performance?

Claris Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4510 Cox Rd., Suite 302, Glen Allen, VA 23060
Phone804-935-3000
Fax804-273-0262
Office hours8:30 - 5:00
SEC regionPhiladelphia Regional Office (PLRO)
CIK2060278
Discloses disciplinary historyNo

Assets under management

Discretionary$266.3M
Non-discretionary$19.6M
Total (RAUM)$286M