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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CLARUS GROUP LLC

CRD 310156

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5aa04369-0ba9-dda8-c960-1587b2b4d03b

Data as of Sep 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Jul 20, 2020 to Sep 10, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $158MItem 5.F on the latest filing (2026-09-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $154M
Private client RAUM: $146MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $52.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 561
Individual clients: 171
High net worth clients: 11
SEC number: 801-119319
CRD: 310156
Filings on the tape: 22
First filed: Jul 20, 2020
Latest filed: Sep 10, 2026
Organised: Limited Liability Company, NJ
Website: clarusfinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRYAN JEFFREY KOSLOW	Certified Financial Planner	NEW YORK, NY	5	18	5	no
Michael Francis Raimondi	n/a	NEW YORK, NY	5	18	n/a	no
Garrett Paul Edson	n/a	NEW YORK, NY \| Hermosa Beach, CA	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KOSLOW, BRYAN, JEFFREY	Principal	E	yes	07/2020	Jul 20, 2020	Oct 23, 2024
LaFond, Lisa, Marie	Cco	Na	no	10/2022	Mar 24, 2023	Oct 23, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
KOSLOW CPA, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Freehold	Nj	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 12, 2026	$158M	$154M	2	2	2	n/a	n/a
2024	Mar 17, 2025	$126M	$123M	2	2	1	n/a	n/a
2023	Mar 25, 2024	$108M	$106M	3	2	1	n/a	n/a
2022	Mar 24, 2023	$85.4M	$84.2M	3	3	2	n/a	n/a
2021	Mar 2, 2022	$92.0M	$92.0M	5	3	2	n/a	n/a
2020	Mar 29, 2021	$73.7M	$73.7M	3	3	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$158M	$126M	25.1%	$85.4M	22.7%	2	2	3	1

Relationships

Registered with (5)

← Garrett Paul EdsonAdvisorregistration: current employment
May 13, 2026 to presentfactForm ADV
← Michael Francis RaimondiAdvisorregistration: current employment
Jun 18, 2021 to presentfactForm ADV
← BRYAN JEFFREY KOSLOWAdvisorregistration: current employment
May 28, 2021 to presentfactForm ADV
← CHARLES JOHN ROSEAdvisorregistration: previous registration
Oct 23, 2020 to Mar 22, 2024factForm ADV
← KAYSIAN CAVELL GORDONAdvisorregistration: previous registration
Aug 6, 2021 to Feb 9, 2022factForm ADV

Owns (1)

← LaFond, Lisa, MarieOwnerCCO, ownership code NA, individual
Mar 24, 2023 to Oct 23, 2024factForm ADV

Controls (1)

← KOSLOW, BRYAN, JEFFREYOwnerPRINCIPAL, ownership code E, individual
Jul 20, 2020 to Oct 23, 2024factForm ADV

Dated events

Occurred
Mar 22, 2024
Advisor changed firm
Charles John Rose left Clarus Group Llc for Granite Rose Wealth Alliance Llc (registered 2024-02-23)
Form ADVobserved 5 days ago
Occurred
Feb 9, 2022
Advisor changed firm
Kaysian Cavell Gordon left Clarus Group Llc for Kaysi Gordon Financial Planning (registered 2022-02-03)
Form ADVobserved 5 days ago
Occurred
Jul 20, 2020
First Form ADV filing
Clarus Group Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5aa04369-0ba9-dda8-c960-1587b2b4d03b
First observed: Jul 20, 2020
Last observed: Sep 10, 2026 10 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CLARUS GROUP LLC

CRD 310156

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5aa04369-0ba9-dda8-c960-1587b2b4d03b

Data as of Sep 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:35 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRYAN JEFFREY KOSLOW

Certified Financial Planner

NEW YORK, NY

Michael Francis Raimondi

n/a

NEW YORK, NY

n/a

Garrett Paul Edson

n/a

NEW YORK, NY | Hermosa Beach, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KOSLOW, BRYAN, JEFFREY

Principal

yes

07/2020

Jul 20, 2020

Oct 23, 2024

LaFond, Lisa, Marie

Cco

10/2022

Mar 24, 2023

Oct 23, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

KOSLOW CPA, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Freehold

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 12, 2026

$158M

$154M

n/a

2024

Mar 17, 2025

$126M

$123M

n/a

2023

Mar 25, 2024

$108M

$106M

n/a

2022

Mar 24, 2023

$85.4M

$84.2M

n/a

2021

Mar 2, 2022

$92.0M

n/a

2020

Mar 29, 2021

$73.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$158M

$126M

25.1%

$85.4M

22.7%