Claris Financial, LLC
● SEC registered since 2019CRD 168503SEC# 801-115295Glen Allen, VA
Reg. AUM
$330.2M
Employees
8
Accounts
1,038
Location
Glen Allen, VA
Claris Financial, LLC assets under management
Claris Financial, LLC is a registered investment adviser overseen by the SEC based in Glen Allen, VA. The firm has been registered since 2019. It reports $330.2 million in regulatory assets under management and employs 8 people.
Claris Financial, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Robert Hall | Investor And Consultant | 10-25% | 2012 |
| John Faulkner Paxton Control | President, Chief Compliance Officer | 50-75% | 2009 |
| Patrick Medard Dennis | Investor | 10-25% | 2012 |
Frequently asked questions
How much does Claris Financial, LLC manage?
Claris Financial, LLC reports $330.2 million in regulatory assets under management on its Form ADV.
How many employees does Claris Financial, LLC have?
Claris Financial, LLC reports 8 employees.
Where is Claris Financial, LLC located?
Claris Financial, LLC is based in Glen Allen, VA and has been SEC-registered since 2019.
Does Claris Financial, LLC disclose fund performance?
Claris Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4510 Cox Rd., Suite 302, Glen Allen, VA 23060 |
| Phone | 804-935-3000 |
| Fax | 804-273-0262 |
| Office hours | 8:30 - 5:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 2060278 |
| Discloses disciplinary history | No |
Regulatory AUM
$330.2M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$330.2Mregulatory AUM
Discretionary $305.6MNon-discretionary $24.6M