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Investor and Consultant · Claris Financial, LLC

Brian R. Hall

CRD 4047879 · Named on Form ADV at one SEC-registered adviser

At a glance

Claris Financial, LLC, an SEC-registered wealth manager based in Glen Allen, VA with $330 million in regulatory assets, lists Brian R. Hall on its Form ADV as Investor and Consultant.

Firms and roles

  • Claris Financial, LLCInvestor and ConsultantWealth manager · Glen Allen, VA · $330M in regulatory assets

AtlasMembers

Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.