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CLARUS GROUP LLC

NEW YORK, NY · CRD 310156 · IAPD ↗ · clarusfinancial.com · (732) 325-0456

$158.0MRegulatory AUM
2Advisory reps
2Employees
10Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
June 2026 — CLARUS GROUP LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2026 — CLARUS GROUP LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
February 2026 — CLARUS GROUP LLC reported RAUM up 25% ($126.2M -> $158.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — CLARUS GROUP LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2024 — CLARUS GROUP LLC reported RAUM up 26% ($85.4M -> $107.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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