THE CLARUS GROUP, INC.
C32
CRD 310163·SEC 801-119388·HOUSTON, TX
AUM
$1.10B
$1B+
Est. Revenue
$11.0M
@ 1% on AUM
Est. EBITDA
$3.3M
@ 30% margin
Est. Deal Value
$26.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'21 · $464.6M
'22 · $506.3M
'23 · $591.9M
'25 · $877.3M
'26 · $1.10B
'21'26
$464.6M → $1.10B▲ +138%
Operations
Advisory staff (5-yr trend)
'21 · 6 advisors
'22 · 6 advisors
'23 · 5 advisors
'25 · 9 advisors
'26 · 9 advisors
'21'26
6 advisors → 9 advisors▲ +50%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.