Wealth Manager
    SEC Registered
    Manages Private Funds

    The Clarius Group, LLC

    Registered investment advisor · Seattle, Washington · CRD #173347

    Assets Under Management
    $4.7B
    Client Accounts
    1,511
    Employees
    35
    CRD Number
    173347
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc, J.p. Morgan Securities Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About The Clarius Group, LLC

    The Clarius Group, LLC is a SEC-registered investment advisory firm headquartered in Seattle, Washington, managing approximately $4.7B in regulatory assets across 1,511 client accounts. The firm's full regulatory record is filed with the SEC under CRD #173347.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Yes
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for The Clarius Group, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is The Clarius Group, LLC's AUM?

    The Clarius Group, LLC reports approximately $4.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is The Clarius Group, LLC headquartered?

    The Clarius Group, LLC is headquartered in Seattle, Washington.

    What is The Clarius Group, LLC's CRD number?

    The Clarius Group, LLC's CRD number is 173347. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does The Clarius Group, LLC manage?

    The Clarius Group, LLC manages approximately 1,511 client accounts according to its latest SEC filing.

    Is The Clarius Group, LLC SEC registered?

    Yes, The Clarius Group, LLC is registered with the SEC as an investment adviser.

    Research firms like The Clarius Group, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial