Fee-only adviser · Glen Allen, VA
Claris Financial, LLC
Claris Financial, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Glen Allen, Virginia. On its latest Form ADV, filed March 30, 2026, it reports $330M in regulatory assets under management, 599 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 168503 · SEC file 801-115295 |
| Office | 4510 Cox RD. Suite 302 Glen Allen, VA 23060 |
| Phone | (804) 935-3000 |
| Website | www.clarisfinancial.com |
| Regulatory assets under management | $330M ($306M discretionary) |
| Individual clients | 438 non-high-net-worth, 161 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management, Educational seminars |
| Employees | 8 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Glen Allen
- The Main Street Group $515M
- Steelhead Wealth Management $342M
- Yes Life Financial $21M
- BDC Capital Management, Inc. $103M
- Kinloch Capital, LLC $301M
- Vision Wealth Planning, LLC $66M
See all 10 fee-only advisers in Glen Allen →
Nearby
- Henrico 4 firms
- Richmond 43 firms
- Mechanicsville 1 firm
- Midlothian 3 firms
- Chesterfield 1 firm
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