Clarion Advisors provides portfolio management for individuals and small businesses.
Clarion Advisors reports 632 clients. They include 607 individual clients and 25 high-net-worth individuals. Of its assets, 100.0% ($134M across 1,130 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 96% | 66% |
| High-net-worth individuals | 4% | 34% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 607 | $88.5M | 65.8% | $146K |
| High-net-worth individuals | 25 | $45.9M | 34.2% | $1.84M |
| Total | 632 | $134M | 100% | $213K |
- Clients
- 607
- Regulatory AUM
- $88.5M
- AUM share
- 65.8%
- Avg. per client
- $146K
- Clients
- 25
- Regulatory AUM
- $45.9M
- AUM share
- 34.2%
- Avg. per client
- $1.84M
Total
- Clients
- 632
- Regulatory AUM
- $134M
- AUM share
- 100%
- Avg. per client
- $213K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Clarion Advisors charges 1.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.
Fee details and sources
Marshall Goins owns 75% or more of Clarion Advisors. The leadership team of Clarion Advisors includes President Marshall Goins. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Clarion Advisors Inc.
Marshall Goins
Control person · since December 2012
Clarion Advisors’ regulatory assets grew from $105M (May 2024) to $134M (April 2026); clients fell from 912 to 632 and employees from 2 to 1.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $134M | 632 | 1 | 2 |
| Mar 2025March 2025 | $111M | 882 | 2 | 2 |
| May 2024May 2024 | $105M | 912 | 2 | 2 |
Besides its headquarters, Clarion Advisors has 1 office, with 2 listed addresses in 1 state.
California · 2 listed addresses
- 1519 Lincoln Way, AuburnHQ
- 970 Reserve DR, Roseville
Contact and registration details
- Legal name
- Clarion Advisors Inc.
- Headquarters
- 1519 Lincoln Way, Auburn, CA 95603
- Website
- clarionadvisors.com
- Phone
- 530-889-0200
- SEC file
- 801-130105
- Structure
- California corporation
- Fiscal year end
- December
Clarion Advisors’ named custodian for separately managed accounts is Charles Schwab ($125M). Clarion Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $125M100%
At year end, Clarion Advisors’ separately managed accounts were mostly in funds (80%) and cash (10%).
What the accounts hold
- Stocks9%
- Funds80%
- Bonds1%
- Cash10%
How many clients does Clarion Advisors have?
Clarion Advisors has 632 clients and manages $134 million for them, as of April 2026. They include 607 individual clients and 25 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026
What services does Clarion Advisors offer?
Clarion Advisors provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Clarion Advisors charge?
Clarion Advisors charges 1.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.
Which custodians does Clarion Advisors use?
Clarion Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $125M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 April 2026
How many financial advisors does Clarion Advisors have?
Clarion Advisors has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Clarion Advisors invest in?
At the end of its last fiscal year, Clarion Advisors’ separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 9% exchange-traded equities and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Clarion Advisors?
Clarion Advisors’ direct owner is Marshall Goins (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 April 2026
How does Clarion Advisors get paid?
Clarion Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Clarion Advisors?
Clarion Advisors’ main office is at 1519 Lincoln Way, Auburn, CA 95603. Its phone number is 530-889-0200. Its website is clarionadvisors.com.