Claris Advisors, LLC / Mo /
Claris Advisors, LLC is an independent registered investment advisory firm headquartered in St. Louis, Missouri. Founded in 2007, the firm provides wealth management and investment advisory services to individuals, high net worth individuals, institutions, retirement plans, and charitable organizations. Claris Advisors emphasizes personalized client relationships, fiduciary best practices, and evidence-based investment strategies. The team is comprised of around 5 employees who offer hands-on, client-focused service to help clients achieve financial security and clarity.
Investment Strategy
Claris Advisors implements an evidence-based investment philosophy, focusing on long-term strategies grounded in academic research and client-specific goals. Their approach includes developing or reviewing investment policy statements, creating diversified asset allocations, establishing synthetic benchmarks, and constructing customized portfolios. The firm prioritizes cost control, tax efficiency, and risk management, providing ongoing education, reporting, and proactive rebalancing for clients. Claris Advisors collaborates closely with clients, including institutions and individuals, to align their portfolios with specific circumstances and objectives while following fiduciary best practices.
Top Holdings
Equity Positions (73)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 20.82% | $59.9M | 1,671,031 | $29.44 | $38.57 | $0 |
B BSVO | EA SERIES TRUST | 8.41% | $24.2M | 1,186,351 | $18.34 | $22.65 | $0 |
D DFAU | DIMENSIONAL ETF TRUST | 6.73% | $19.4M | 456,829 | $38.96 | $45.76 | $0 |
D DFUV | DIMENSIONAL ETF TRUST | 5.79% | $16.7M | 393,977 | $32.60 | $44.69 | $0 |
D DFIV | DIMENSIONAL ETF TRUST | 5.60% | $16.1M | 376,361 | $33.25 | $46.12 | $0 |