Clarus Wealth Advisors, Llc
- Regulatory AUM
- $305M
- Discretionary
- $305M
- Clients
- 503
- Avg AUM / client
- $607K
- Accounts
- 953
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 07, 2026
Asset allocation (SMA assets by investment type)
as of Apr 07, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 472 | $235M | 76.8% |
| High net worth individuals | 30 | $70.3M | 23.0% |
| Charitable organizations | 1 | $433K | 0.14% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Theresa Ann Fanning | Chief Compliance Officer, Chief Operating Officer | Sep 2010 (16y) | Less than 5% | |
| Bert Allen Cooper | Trustee | Mar 2016 (10y) | GP / trustee / elected manager of Cooper 2378 Trust Dated May 8, 2020 (indirect) | |
| Joshua Allen Cooper | Registered representative | Mar 2016 (10y) | ||
| Sherry Ann Hardin | Registered representative | CFP | Mar 2016 (10y) | |
| Kenneth R Hartley | Registered representative | CFA | Jun 2016 (10y) | |
| Jonathon Allen Staats | Registered representative | Oct 2016 (10y) | ||
| James Michael Graham | Registered representative | CFP | Aug 2017 (9y) | |
| Karine Renee Beard | Registered representative | CFP | Aug 2017 (9y) | |
| Donald Benjamin Moenning | Registered representative | Mar 2018 (8y) | ||
| Katherine Ann Fortna | Registered representative | Mar 2021 (5y) | ||
| John Edward Fanning | Registered representative | Mar 2025 (1y) | ||
| Amy Caroline Jones | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Clear View Financial, Llc | Owner | Apr 2015 | A | 75% or more |
| Cooper 2378 Trust Dated May 8, 2020 | Member | Jul 2020 | B | ≈ 56.25% – 100% via Clear View Financial, Llc |
| John Edward Fanning Jr And Theresa Ann Fanning Living Trust Dated September 23, 2010 | Member | Jul 2020 | B | GP / trustee / elected manager of Clear View Financial, Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cooper 2378 Trust Dated May 8, 2020: 75% – 100% of Clear View Financial, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/07/2026 | 987 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- TD Ameritrade $182M (100% of AUM) May 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 07, 2026.
View current Form ADV (SEC/IAPD) ↗