Clarion Advisors Inc.
● SEC registered since 2024CRD 131081SEC# 801-130105Auburn, CA
Reg. AUM
$134.4M
Employees
1
Accounts
1,130
Location
Auburn, CA
About Clarion Advisors
Clarion Advisors provides financial planning and education intended to help families organize and simplify their financial lives. It emphasizes trusted guidance around money decisions with a focus on helping households pursue financial freedom.
Summary based on the firm’s website.
Clarion Advisors Inc. assets under management
Clarion Advisors Inc. is an investment advisory firm registered with the SEC based in Auburn, CA. The firm has been registered since 2024. It reports $134.4 million in regulatory assets under management and employs 1 people.
Clarion Advisors Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Marshall Dean Goins Control | President, Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Clarion Advisors Inc. manage?
Clarion Advisors Inc. reports $134.4 million in regulatory assets under management on its Form ADV.
How many employees does Clarion Advisors Inc. have?
Clarion Advisors Inc. reports 1 employees.
Where is Clarion Advisors Inc. located?
Clarion Advisors Inc. is based in Auburn, CA and has been SEC-registered since 2024.
Does Clarion Advisors Inc. disclose fund performance?
Clarion Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1519 Lincoln Way, Auburn, CA 95603 |
| Phone | 530-889-0200 |
| Fax | 530-889-0454 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$134.4M▲ 21%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,369 advisers
EmployeesTop 94%
More than 6% of 16,804 advisers
Assets under management
$134.4Mregulatory AUM
Discretionary $134.4M