# CLARIS FINANCIAL ADVISORS

CLARIS FINANCIAL ADVISORS is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** clarisfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/leebakercfp

## Regulatory record

- **CRD number:** 128660
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128660

## About

CLARIS FINANCIAL ADVISORS, INC. is a state-registered investment adviser in Atlanta, GA. The firm manages approximately $34 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Questions

### Does CLARIS manage institutional capital or pension fund assets?

CLARIS lists pension consulting as a service in regulatory filings, but the firm's small size and lack of public institutional mandates suggest it advises on small corporate retirement plans rather than managing significant institutional separate accounts. The firm does not publicly market institutional strategies or report institutional AUM.

## Related profiles

- [CM First Capital Corp.](https://altss.com/profile/cm-first-capital-corp)
- [TRJ Wealth Management](https://altss.com/profile/trj-wealth-management-inc)

---

Last updated: 2026-08-10T23:49:37.812Z

Canonical page: https://altss.com/profile/claris-financial-advisors-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology
