CLARIS FINANCIAL, LLC
CRD #168503 SEC #801-115295 GLEN ALLEN, VA 804-935-3000
SEC Registered
Total AUM
$286M
Discretionary
$266.3M
Employees
8
Clients
0
Accounts
1,114
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $286M | $266.3M | $19.6M | 8 | 0 |
| Mar 2025 | $286M | $266.3M | $19.6M | 8 | 0 |
| Mar 2024 | $231.9M | $212.1M | $19.8M | 8 | 0 |
| Mar 2023 | $206.6M | $186.1M | $20.6M | 8 | 0 |
| Oct 2022 | $237.3M | $217.7M | $19.6M | 8 | 0 |
| Mar 2022 | $237.3M | $217.7M | $19.6M | 8 | 0 |
| Oct 2021 | $196.4M | $184.1M | $12.3M | 8 | 0 |
| Apr 2021 | $196.4M | $184.1M | $12.3M | 8 | 0 |
| Jun 2020 | $162.3M | $150.7M | $11.6M | 8 | 0 |
| Mar 2020 | $162.3M | $150.7M | $11.6M | 8 | 0 |
| Apr 2019 | $105.4M | $101.6M | $3.8M | 7 | 0 |
DateSep 2025
Total AUM$286M
Discretionary$266.3M
Non-Disc.$19.6M
Employees8
Clients0
DateMar 2025
Total AUM$286M
Discretionary$266.3M
Non-Disc.$19.6M
Employees8
Clients0
DateMar 2024
Total AUM$231.9M
Discretionary$212.1M
Non-Disc.$19.8M
Employees8
Clients0
DateMar 2023
Total AUM$206.6M
Discretionary$186.1M
Non-Disc.$20.6M
Employees8
Clients0
DateOct 2022
Total AUM$237.3M
Discretionary$217.7M
Non-Disc.$19.6M
Employees8
Clients0
DateMar 2022
Total AUM$237.3M
Discretionary$217.7M
Non-Disc.$19.6M
Employees8
Clients0
DateOct 2021
Total AUM$196.4M
Discretionary$184.1M
Non-Disc.$12.3M
Employees8
Clients0
DateApr 2021
Total AUM$196.4M
Discretionary$184.1M
Non-Disc.$12.3M
Employees8
Clients0
DateJun 2020
Total AUM$162.3M
Discretionary$150.7M
Non-Disc.$11.6M
Employees8
Clients0
DateMar 2020
Total AUM$162.3M
Discretionary$150.7M
Non-Disc.$11.6M
Employees8
Clients0
DateApr 2019
Total AUM$105.4M
Discretionary$101.6M
Non-Disc.$3.8M
Employees7
Clients0