The Clarus Group

The Clarus Group (CRD# 310163) is a financial advisory firm headquartered in Houston, TX. They manage $797,968,022 in 1,680 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    798
    MILLION
  • Total Number of Accounts
    1,680
    ACCOUNTS
  • Average Account Value
    $474,981
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, OK, TX

Financial Advisors at The Clarus Group
Showing 1 - 8 of 8 top financial advisors.
1
Derrick R. Dees
CRD#: 4851863
520 Post Oak Blvd., Suite 750, Houston, TX 77027

Derrick Dees (CRD# 4851863) is an Investment Advisor Representative working at The Clarus Group in Houston, TX and has over 19 years of experience in the finance industry.

2
Joshua H. Hall
CRD#: 6272942
520 Post Oak Blvd., Suite 750, Houston, TX 77027

Joshua Hall (CRD# 6272942) is an Investment Advisor Representative working at The Clarus Group in Houston, TX and has over 8 years of experience in the finance industry.

3
James E. McCarthy
CRD#: 325138
520 Post Oak Blvd., Suite 750, Houston, TX 77027

James McCarthy (CRD# 325138) is an Investment Advisor Representative working at The Clarus Group in Houston, TX and has over 43 years of experience in the finance industry.

4
Gary L. Pankratz
CRD#: 1616879
520 Post Oak Blvd., Suite 750, Houston, TX 77027

Gary Pankratz (CRD# 1616879) is an Investment Advisor Representative working at The Clarus Group in Houston, TX and has over 37 years of experience in the finance industry.

5
Ryan L. Sleeper
CRD#: 5768443
520 Post Oak Blvd., Suite 750, Houston, TX 77027

Ryan Sleeper (CRD# 5768443) is an Investment Advisor Representative working at The Clarus Group in Houston, TX and has over 13 years of experience in the finance industry.

6
Andy L. Thornton
CRD#: 4453472
520 Post Oak Blvd., Suite 750, Houston, TX 77027

Andy Thornton (CRD# 4453472) is an Investment Advisor Representative working at The Clarus Group in Houston, TX and has over 22 years of experience in the finance industry.

7
Rex C. Whiteside
CRD#: 2149756
520 Post Oak Blvd., Suite 750, Houston, TX 77027

Rex Whiteside (CRD# 2149756) is an Investment Advisor Representative working at The Clarus Group in Houston, TX and has over 32 years of experience in the finance industry.

8
Holly L. Pickett
CRD#: 7414885
520 Post Oak Blvd., Suite 750, Houston, TX 77027

Holly Pickett (CRD# 7414885) is an Investment Advisor Representative working at The Clarus Group in Houston, TX and has 1 year of experience in the finance industry.

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