# CLARIS FINANCIAL

CLARIS FINANCIAL is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://clarisfinancial.com

## Regulatory record

- **CRD number:** 168503
- **SEC file number:** 801-115295
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168503

## About

Claris Financial, LLC is an SEC-registered investment adviser in Glen Allen, VA, registered since 2019. The firm manages $330 million in assets, with $306 million on a discretionary basis. It has 8 employees and 5 investment advisers.

## Questions

### Where does Claris Financial source its capital?

The office manages proprietary family capital; it does not accept outside investors. The underlying wealth origin is undisclosed, but the LLC structure points to a single-family liquidity event — most often the sale of an operating business — with proceeds consolidated into a tax-efficient private investment vehicle.

### Why doesn't Claris Financial have a public website?

Avoiding a digital footprint eliminates unsolicited pitches and allows the office to control entirely who sees its opportunity flow. For families prioritizing privacy, anonymity is an intentional operational advantage, ensuring that service providers and potential counterparties are only engaged through vetted channels.

### Which legal and tax structures likely support Claris Financial?

Claris Financial is organized as a limited liability company, a common structure that provides liability protection and pass-through tax treatment. Beyond this, no trust structures, private trust companies, or ancillary foundations are visible. Families at this opacity level often house complex multi-entity structures across several domestic or international jurisdictions without public disclosure.

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- [Voyage Wealth Management](https://altss.com/profile/voyage-wealth-management-llc)
- [RED SEVEN](https://altss.com/profile/red-seven)

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Last updated: 2026-07-06T01:24:14.126Z

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