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THE CLARIUS GROUP, LLC

SEATTLE, WA · CRD 173347 · IAPD ↗ · 206-462-7400

$4.68BRegulatory AUM
15Advisory reps
35Employees
2Clients
251-500Planning clients
2Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2026 — THE CLARIUS GROUP, LLC (SEATTLE, WA) left the SEC roster (was $4.68B RAUM, 15 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
63
April 2025 — THE CLARIUS GROUP, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2024 — THE CLARIUS GROUP, LLC now reports 1 private fund(s) ($51.9M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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