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CLARIS ADVISORS, LLC

ST. LOUIS, MO · CRD 117734 · IAPD ↗ · claris-advisors.com · 314-655-5504

$911.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — CLARIS ADVISORS, LLC notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — CLARIS ADVISORS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.