Wealth manager, independent · Houston, TX
The Clarus Group
The Clarus Group, Inc. · SEC-registered investment adviser · CRD 310163 · SEC 801-119388
At a glance
The Clarus Group is an SEC-registered investment adviser based in Houston, Texas, with $1.1B in regulatory assets under management as of its Form ADV filed July 17, 2026. It reports 613 individual clients, 220 of them high-net-worth, holding an average of about $1.8 million each, and 14 employees. That ranks it 999th among the nation’s 5,657 independent wealth management RIAs and 63rd of 367 in Texas. It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Raymond James.
Main office 713-621-3500claruswealthgroup.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among independent wealth managers
- #999 of 5,657
- Rank among all SEC RIAs
- #5,081 of 17,210
- Rank in Texas
- #63 of 367
- Individual clients
- 613
- High-net-worth clients
- 220
- Accounts
- 1,786
- Discretionary
- 100% of AUM
- Employees
- 14
- Advisory staff
- 9
- Offices
- 4
Owners and executives on its Form ADV
- Rex C. WhitesidePresident and Chief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
The Clarus Group reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 220 | $969M | 88% |
| Individuals | 393 | $132M | 12% |
| Pension and profit sharing plans | – | $3M | <1% |
Disciplinary disclosures
The Clarus Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗claruswealthgroup.com ↗
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The full record on The Clarus Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 3,297 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Texas
All of Texas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Arkos Global Advisors, LLCHouston | $1.2B | 432 |
| Oak Harvest Investment ServicesHouston | $1.1B | 968 |
| Insight Wealth PartnersPlano | $1.1B | 959 |
| Integrity Advisory SolutionsDallas | $1.1B | 2,387 |
| Coppell Advisory Solutions LLCDallas | $1.1B | 8,848 |
| Austin Wealth Management, LLCAustin | $1.1B | 580 |
Background
Questions
How much does The Clarus Group manage?
The Clarus Group reports $1.1B in regulatory assets under management across 1,786 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 17, 2026.
How many clients does The Clarus Group have?
It reports 613 individual clients: 220 high-net-worth individuals and 393 other individuals. Individuals account for about 100% of its regulatory assets.
Where is The Clarus Group headquartered?
Its main office is in Houston, Texas. It reports 4 offices in total and 14 employees, 9 of whom perform investment advisory functions.
How does The Clarus Group charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does The Clarus Group use?
It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Raymond James. On Schedule D of its Form ADV filed July 17, 2026, it reports these amounts held: Fidelity ($602M); Raymond James ($415M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is The Clarus Group a hybrid RIA with a broker-dealer?
The Clarus Group reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is The Clarus Group a fiduciary?
As an SEC-registered investment adviser, The Clarus Group owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is The Clarus Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-17), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →