Data / Investment advisers / Virginia / Claris Financial, LLC
Claris Financial, LLC, Glen Allen, VA: $330 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Claris Financial, LLC is an SEC registered investment adviser with its main office in Glen Allen, Virginia and reports $330 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 168503
- SEC file number
- 801-115295
- SEC status
- Approved, effective May 16, 2019
- Main office
- 4510 Cox Rd. Suite 302, Glen Allen, VA 23060
- Phone
- (804) 935-3000
- Website
- clarisfinancial.com
- Regulatory AUM
- $330,221,020 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $305,606,970
- Non discretionary AUM
- $24,614,050
- Accounts
- 1,038
- Employees
- 8, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 161 | $248.3 million |
| Individuals (other than high net worth individuals) | 438 | $76.8 million |
| Charitable organizations | Fewer than 5 | $5.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $330.2 million | March 30, 2026 |
| December 1, 2025 | $286 million | September 25, 2025 |
Other advisers in Virginia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| 4j Wealth Management, LLC | McLean | $348.1 million | Not listed | adviserinfo.sec.gov |
| Rede Wealth, LLC | Charlottesville | $346.1 million | Not listed | adviserinfo.sec.gov |
| Steelhead Wealth Management | Glen Allen | $341.9 million | Not listed | adviserinfo.sec.gov |
| Evoadvisors | Richmond | $337.2 million | Not listed | adviserinfo.sec.gov |
| Fields Gottscho Capital Management LLC | Charlottesville | $333 million | Not listed | adviserinfo.sec.gov |
| Advisors Financial, Inc. | McLean | $321.2 million | Not listed | adviserinfo.sec.gov |
| Legacy Wealth Management Inc. | Manassas | $313.9 million | Not listed | adviserinfo.sec.gov |
| Omega Wealth Management LLC | Arlington | $309.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Claris Financial, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.