Clarus Group provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
Clarus Group reports 182 clients. They include 171 individual clients and 11 high-net-worth individuals. Of its assets, 97.6% ($154M across 551 accounts) are managed with discretion; $3.79M across 10 accounts are not. It advised 10 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 94% | 43% |
| High-net-worth individuals | 6% | 50% |
| Pension and profit-sharing plans | Fewer than 5 | 2% |
| Corporations and other businesses | Fewer than 5 | 5% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 171 | $67.3M | 42.6% | $394K |
| High-net-worth individuals | 11 | $78.8M | 49.9% | $7.17M |
| Pension and profit-sharing plans | Fewer than 5 | $3.79M | 2.4% | — |
| Corporations and other businesses | Fewer than 5 | $8M | 5.1% | — |
| Total | 182 | $158M | 100% | — |
- Clients
- 171
- Regulatory AUM
- $67.3M
- AUM share
- 42.6%
- Avg. per client
- $394K
- Clients
- 11
- Regulatory AUM
- $78.8M
- AUM share
- 49.9%
- Avg. per client
- $7.17M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.79M
- AUM share
- 2.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $8M
- AUM share
- 5.1%
- Avg. per client
- —
Total
- Clients
- 182
- Regulatory AUM
- $158M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 10
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Clarus Group charges 0.50%–2.25% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Project-based planning is billed at up to $300 per hour or as a fixed engagement fee; ongoing planning is billed monthly in advance.
- Held-Away Asset Management
- Management of held-away accounts, mainly 401(k) and HSA accounts, is billed quarterly on a blended tiered rate; a $2,000,000 account pays an effective 1%.
Bryan Koslow owns 75% or more of Clarus Group. It has 2 employees.
Leadership
Bryan KoslowPrincipal- Lisa LaFondCCO
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of Clarus Group LLC
Bryan Koslow
Control person · since July 2020
Clarus Group’s regulatory assets grew 2.1× from $73.7M (March 2021) to $158M (September 2026); clients fell from 231 to 182 and employees from 3 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $158M | 182 | 2 | 4 |
| March 2025 | $126M | 201 | 2 | 2 |
| March 2024 | $108M | 255 | 3 | 2 |
| March 2023 | $85.4M | 250 | 3 | 3 |
| March 2022 | $92M | 233 | 5 | 3 |
| March 2021 | $73.7M | 231 | 3 | 3 |
Besides its headquarters, Clarus Group has 3 offices (1 private residence, listed without an address), with 3 listed addresses in California, New Jersey and New York.
California · 1 listed address
- 2237 Monterey BLVD., Hermosa Beach
New Jersey · 1 listed address
- 4400 Route 9 South, Freehold
New York · 1 listed address
- 1120 Avenue of Americas, 4th Floor, New YorkHQ
Contact and registration details
- Legal name
- Clarus Group LLC
- Headquarters
- 1120 Avenue of Americas, 4th Floor, New York, NY 10036
- Website
- clarusfinancial.com
- Phone
- 732-325-0456
- @clarusgroup
- SEC file
- 801-119319
- Structure
- New Jersey LLC
- Fiscal year end
- December
Clarus Group uses Charles Schwab ($154M) as custodian for its separately managed accounts. Clarus Group has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $154M100%
At year end, Clarus Group’s separately managed accounts were mostly in stocks (63%) and funds (22%).
What the accounts hold
- Stocks63%
- Funds22%
- Bonds10%
- U.S. government and agency bonds4%
- State and local bonds3%
- Investment grade corporate bonds3%
- Cash2%
- Other3%
- Individual bonds, real estate private placements3%
How many clients does Clarus Group have?
Clarus Group has 182 clients and manages $158 million for them, as of September 2026. They include 171 individual clients and 11 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 September 2026
What services does Clarus Group offer?
Clarus Group provides financial planning and 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 Clarus Group charge?
Clarus Group charges 0.50%–2.25% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Which custodians does Clarus Group use?
Clarus Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $154M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 September 2026
How many financial advisors does Clarus Group have?
Clarus Group has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are 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 Clarus Group invest in?
At the end of its last fiscal year, Clarus Group’s separately managed accounts held 63% exchange-traded equities, 22% registered funds (mutual funds, ETFs, BDCs), 4% U.S. government and agency bonds, 3% state and local bonds, 3% investment grade corporate bonds, 3% other and 2% cash and equivalents. The 3% other category is described as: Individual Bonds, Real Estate Private Placements.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Clarus Group?
Clarus Group’s direct owner is Bryan Koslow (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 September 2026
How does Clarus Group get paid?
Clarus Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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 Clarus Group?
Clarus Group’s main office is at 1120 Avenue of Americas, 4th Floor, New York, NY 10036. Its phone number is 732-325-0456. Its website is clarusfinancial.com.