$330.2M Total AUM
$305.6M Disc. AUM
17.4% 3Y CAGR
8 Employees
599 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Unison
- Established Date
- 06-01-2012
- Office Locations
- 3
Office Locations
14361 Sommerville CT Midlothian VA
2900 Polo Parkway Suite 103 Midlothian VA
4510 COX Rd. Suite 302 Glen Allen VA
About Claris Financial, LLC
Claris Financial is an independent RIA founded in 2009 by John Paxton, providing financial planning and wealth management for clients nationwide from the Richmond, VA area. The firm uses a secure online portal for daily account visibility and a goals-based planning process to align portfolios with each client’s risk appetite and costs, charging a simple, transparent fee. Custody is held at Charles Schwab.
Team overview
50 AVG AGE
$66.0M AVG AUM / ADVISOR
$551.3K AVG AUM / CLIENT
10.3 yrs AVG TENURE
8 Employees
5 Advisory Reps
5 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Legacy ridge Quantum Horizon Pioneer timber Meridian Legacy vital
Client Personas
Foundation pioneer
Custodian
Harbor meridian Capital Signal Legacy
Investment Themes
Catalyst Beacon Catalyst beacon Oak fusion
Investment Vehicles
Crest delta Vital bridge
Platform
Momentum north
Services
Matrix legacy Delta Signal Capital Eagle
Technology
Vital glacier
Owner & Executives
JOHN FAULKNER PAXTON
Chief Compliance Officer, President
- CRD
- #2844197
- Ownership
- 50% but less than 75%
(338) 524-1532
crest.vector@meridiancapital.com
in linkedin.com/in/beacon-pioneer
P
PATRICK MEDARD DENNIS
--
- CRD
- --
- Ownership
- 10% but less than 25%
(560) 486-1930
optima.unison@radialcapital.com
in linkedin.com/in/timber-insight
E
Element legacy
Zenith timber north
- CRD
- #74051
- Ownership
- 46.9%
(739) 293-3220
wave.delta@summitcapital.com
in linkedin.com/in/legacy-quantum
Showing 2 of 3 owners & executives
Unlock allContacts
CHRISTOPHER LEE FARVER
Wealth Manager
- CRD
- #5244099
(214) 600-5944
meridian.value@primecapital.com
in linkedin.com/in/insight-crest
AARON SCOTT GIBBS
--
- CRD
- #5417190
(314) 202-7847
insight.wave@wavecapital.com
in linkedin.com/in/alpha-quantum
P
Pathway pioneer
Optima catalyst harbor
- CRD
- #90898
(277) 618-7818
beacon.horizon@pathwaycapital.com
in linkedin.com/in/value-crest
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $305,606,970 | $309,946 |
| Non-Discretionary | $24,614,050 | $473,347 |
| Total | $330,221,020 | $318,132 |
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Separately Managed Accounts
Total SMA Asset: $330,221,020
Public Funds:
15.6% Equity - Exchange:
8.9% Cash:
17.3% U.S. Government/Agency:
25.1% Municipal Bonds:
19.3% Corporate - Investment Grade:
13.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,218,595,593 | 15.6% |
| Equity - Exchange | $695,224,409 | 8.9% |
| Cash | $1,351,391,266 | 17.3% |
| U.S. Government/Agency | $1,960,689,062 | 25.1% |
| Municipal Bonds | $1,507,621,470 | 19.3% |
| Corporate - Investment Grade | $1,077,988,409 | 13.8% |
| Total | $7,811,510,209 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS ELEMENT | OPTIMA TIMBER | XBFZQ9IR7 | XGQTO | 4.15% | $93,404,628 |
| CAPITAL TIMBER | EAGLE INSIGHT | 5ZFBHLG04 | VYCD | 5.10% | $7,033,574 |
| FOUNDATION VERTEX INSIGHT | RADIAL VECTOR | 6XZ8F27HC | AAIIK | 7.29% | $15,787,206 |
| OPTIMA ATLAS VITAL | HORIZON EMBER | 00HEE1GBP | TSQN | 4.27% | $70,574,293 |
| RIDGE PRIME RIDGE | TIMBER FOCUS | GCMDBX3ND | EEGQ | 5.95% | $113,153,638 |
| SIGNAL CREST FRONTIER | BEACON VITAL | 37X3XI27D | NBJOA | 4.74% | $56,676,152 |
| PEAK TIMBER | GLACIER FRONTIER | U1N1EY3WI | CSX | 2.24% | $80,428,729 |
| ATLAS SIGNAL INSIGHT | TIMBER OPTIMA | Z8ROQKFL9 | TLV | 3.14% | $37,284,032 |