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- Custodian
- Fidelity/NFS ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-02-2020
- Office Locations
- 4
Office Locations
About THE Clarus Group
The Clarus Group is a Texas-based RIA serving high-net-worth families and business owners facing complex transitions like selling a business, retirement, or newfound independence. The firm provides holistic financial and investment planning across business, personal, and family needs using its proprietary Clarus C6 Framework, refined over three decades. Portfolios lean on ETFs and public funds with cash and fixed income; custody includes Fidelity/NFS and Raymond James.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
REX CLINTON WHITESIDE
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #2149756
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DERRICK RAY DEES
Partner
- CRD
- #4851863
Holly Lauren Gage
--
- CRD
- #7414885
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,103,793,878 | $618,026 |
| Non-Discretionary | $0 | -- |
| Total | $1,103,793,878 | $618,026 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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