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THE CLARUS GROUP

HOUSTON, TX · CRD 310163 · IAPD ↗ · claruswealthgroup.com · 713-621-3500

$1.10BRegulatory AUM
9Advisory reps
14Employees
0Clients
More than 500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
March 2026 — THE CLARUS GROUP crossed $1B in regulatory AUM ($877.3M -> $1.10B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
April 2024 — THE CLARUS GROUP notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — THE CLARUS GROUP added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2024 — THE CLARUS GROUP reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
April 2024 — THE CLARUS GROUP reported RAUM up 33% ($600.1M -> $798.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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