Claris Financial, LLC

Overview

Claris Financial, LLC is an SEC registered investment adviser based in Glen Allen, VA, registered since 2014. It reports $33M in assets under management across 1,038 accounts, with 8 employees. It has 2 investment adviser representatives.

Reported AUM

$33M

Discretionary

93%

Accounts

1,038

Average account

$318K

Employees

8

Advisory reps

2

Registered since

2014

Jurisdictions

11

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 3

• John Faulkner Paxton President, Chief Compliance Officer CRD 2844197
• Brian Robert Hall Investor, Consultant CRD 4047879
• Patrick Medard Dennis Investor CRD 3039763

Advisory reps 2 of 2

• John Faulkner Paxton Investment Adviser Rep CRD 2844197
• Deborah Edwards Tucker Investment Adviser Rep CRD 4226268

Location

Headquarters

4510 Cox Rd Ste 302
Glen Allen, VA 23060

County

Henrico

Metro area

Richmond, VA

Region

South

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: clarisfinancial.com

Every state, with registration dates

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