THE CLARUS GROUP

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Texas, United States

Employees

Total Number of Employees	14
Investment Advisory/Research	8
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	8
Licensed Agents of an Insurance Company	5
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,680	$798.0M
Non-Discretionary	0	$0
Total	1,680	$798.0M

Clients

Type	Number	RAUM
Individuals	430	$134.8M
HNW Individuals	171	$663.2M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	601

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)CONSULTING
Compensation	% of AUMFixed fees

Identifiers

SEC RIA File Number	801-119388
SEC ERA File Number	801-119388
SEC CIK Numbers	1844568
SEC CRD Numbers	310163
Legal Entity Identifier	None

Principal Office

520 POST OAK BLVD.
SUITE 750
HOUSTON
TX
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic