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| Claris Financial LLC
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|---|---|
| CRD # | 168503 |
| SEC # | 801-115295 |
| CIK # | 0002060278 |
| AUM | 330.2 M (2026-03-30) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 804-935-3000 |
| Address | 4510 Cox Rd Glen Allen, VA 23060 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002060278 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.6 | ||
| Nvidia Corp | 6.2 | ||
| Microsoft Corp | 4.9 | ||
| J P Morgan Chase & Co | 2.7 | ||
| Amazon Com Inc | 2.4 | ||
| Johnson & Johnson | 1.8 | ||
| AbbVie Inc | 1.8 | ||
| Alphabet Inc | 1.7 | ||
| International Business Machines Corp | 1.6 | ||
| Coca Cola Co | 1.6 | ||
| Caterpillar Inc | 1.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 438 | 76.8 |
| (b) Individuals (high net worth individuals) | 161 | 248.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 5.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,038 | 330.2 |
| By Discretionary | ||
| Discretionary | 986 | 305.6 |
| Non-Discretionary | 52 | 24.6 |
| Total | 1,038 | 330.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 330.2 | |
| Total | 1,038 | 330.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002060278] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail, Research |
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