$2.3M Total AUM
$2.3M Disc. AUM
-- 3Y CAGR
2 Employees
0 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Frontier
- Established Date
- 05-07-2025
- Office Locations
- 1
Office Locations
-- Boston MA
About Claritas Advisors, LLC
Claritas Advisors, LLC is a Boston-based RIA. The firm has been operating for 1 years. Managing $2.3M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$2.3M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Investment Themes
Legacy foundation Foundation value
Investment Vehicles
Summit vector
Services
Fusion crest
Technology
Radial
Owner & Executives
L
LUCAS F TURTON
Chief Compliance Officer, Managing Member
- CRD
- #4993050
- Ownership
- 75% or more
(581) 549-6805
frontier.foundation@unisoncapital.com
in linkedin.com/in/signal-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,321,508 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,321,508 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,321,508
Equity - Exchange:
34.5% Cash:
65.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,227,737,239 | 34.5% |
| Cash | $2,330,921,425 | 65.5% |
| Total | $3,558,658,664 | 100.0% |