Claris Financial LLC
Claris Financial LLC is a fee-based registered investment adviser headquartered in Glen Allen, Virginia, serving clients across the country. Founded in 2009 by John Paxton during the recession, the firm provides personal, independent-minded financial guidance focusing on comprehensive wealth management and financial planning. As of 2025, Claris Financial employs 8 professionals and serves over 1,000 client accounts, primarily individuals and high net worth individuals, as well as some charitable organizations and pension plans. The firm aims to offer clarity and confidence in navigating evolving financial markets, using a transparent fee structure and hands-on service.
Investment Strategy
Claris Financial LLC delivers personalized financial planning and investment management tailored to each client's needs. Their strategy integrates a thorough understanding of clients' financial positions, risk appetites, and goals. Claris emphasizes diversification, risk management, and ongoing communication, using independent research and a fiduciary approach to construct portfolios. Their investment process centers on defining financial objectives, monitoring market conditions, and educating clients to help them make informed decisions. The firm avoids hidden fees and prioritizes long-term relationships over product sales, focusing on wealth preservation and growth for individual investors.
Top Holdings
Equity Positions (134)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FVD | FIRST TRUST VALUE DIVIDEND INDEX ETF | 5.92% | $7.9M | 175,653 | $43.64 | $44.70 | -$2.8M |
M MTUM | ISHARES MSCI USA MOMNTUMFCT ETF | 5.35% | $7.1M | 29,552 | $206.92 | $240.32 | -$783.7K |
V VUG | VANGUARD GROWTH ETF | 4.66% | $6.2M | 14,103 | $410.44 | $438.40 | -$2.9M |
N NVDA | NVIDIA CORP | 4.00% | $5.3M | 33,614 | $134.29 | $157.99 | -$540.4K |
M MSFT | MICROSOFT CORP | 3.80% | $5.0M | 10,129 | $421.50 | $497.41 | -$709.6K |