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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 1b 10b

THE CLARIUS GROUP, LLC

CRD 173347

SEATTLE, WA

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:a54136e9-8a93-eeb4-7eea-aa1a4f0fd49b

Data as of Jun 13, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 27
On other graphs: 1
Observed: Nov 26, 2014 to Jun 13, 2025
32 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

The Clarius Group, LLC

Private equity manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $4.7BItem 5.F on the latest filing (2025-06-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.0B
Private client RAUM: $4.4BderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 35
Advisory employees: 15
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,511
Individual clients: 116
High net worth clients: 146
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $1.7B
SEC number: 801-80681
CIK: 1664214
CRD: 173347
Filings on the tape: 32
First filed: Nov 26, 2014
Latest filed: Jun 13, 2025
Organised: Limited Liability Company, WA

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CLARIUS GLOBAL EQUITY FUND, LLC	Private Equity Fund	$51.9M	Nov 19, 2024	25	Mar 26, 2024	reported	021-1993061

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
LUZIER, CHELSEA, VIOLA	CHIEF COMPLIANCE OFFICER; INVESTMENT OPERATIONS DIRECTOR	Na	yes	07/2019	Aug 6, 2019	Nov 19, 2024
TALBOT, MATTHEW, PARKER	CIO, MANAGING MEMBER, PARTNER	D	yes	04/2015	May 5, 2015	Nov 19, 2024
VERNON, KEITH, RANDOLPH	MANAGING MEMBER; PARTNER	D	yes	10/2014	Nov 26, 2014	Nov 19, 2024

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Apr 24, 2025	$4.7B	$3.0B	35	15	0	2	n/a
2023	Mar 26, 2024	$4.0B	$2.4B	35	15	0	1	$51.9M
2022	Mar 28, 2023	$3.7B	$2.1B	35	15	0	n/a	n/a
2021	Mar 31, 2022	$3.4B	$2.1B	32	13	0	n/a	n/a
2020	Mar 29, 2021	$2.8B	$1.6B	22	9	0	n/a	n/a
2019	Mar 30, 2020	$2.0B	$1.4B	21	7	0	n/a	n/a
2018	Mar 29, 2019	$1.4B	$804M	23	4	0	n/a	n/a
2017	Mar 30, 2018	$1.1B	$604M	20	4	0	n/a	n/a
2016	Mar 28, 2017	$717M	$465M	15	3	n/a	n/a	n/a
2015	Mar 23, 2016	$626M	$404M	7	2	n/a	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	15	-15	n/a	0	0	0	3	17

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
2024	$4.7B	$4.0B	17.4%	$3.4B	10.8%	35	35	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS	15	Feb 11, 2026	May 29, 2026	SEATTLE, WA	Firm absorbed	RIA to RIA	100.0%

Relationships

Advises (1)

→ CLARIUS GLOBAL EQUITY FUND, LLCPrivate fundPrivate Equity Fund, IA
Mar 26, 2024 to presentfactForm ADV

Moved with (1)

→ CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONSRegistered adviser15 advisors, firm absorbed
Feb 11, 2026 to May 29, 2026factForm ADV

Registered with (19)

← KEITH RANDOLPH VERNONAdvisorregistration: previous registration
Apr 10, 2015 to Feb 18, 2026factForm ADV
← MATTHEW PARKER TALBOTAdvisorregistration: previous registration
May 4, 2015 to Feb 18, 2026factForm ADV
← BETSY JOANN COLEAdvisorregistration: previous registration
Dec 12, 2021 to Feb 18, 2026factForm ADV
← GEORGE ROBERT LANEAdvisorregistration: previous registration
Jan 11, 2022 to Feb 18, 2026factForm ADV
← STEPHANIE MAVIS D'IPPOLITOAdvisorregistration: previous registration
Nov 8, 2024 to Feb 18, 2026factForm ADV
← SUE YOUNG SEWELLAdvisorregistration: previous registration
May 4, 2018 to Feb 18, 2026factForm ADV
← WILLIAM STEVEN SHACKAdvisorregistration: previous registration
Nov 30, 2023 to Feb 18, 2026factForm ADV
← JARRED STEVEN CHAMBERLAINAdvisorregistration: previous registration
Sep 3, 2019 to Feb 18, 2026factForm ADV
← Tiffany Rose AndersenAdvisorregistration: previous registration
Jun 16, 2016 to Feb 18, 2026factForm ADV
← JEFFREY TAYLOR PIERCEAdvisorregistration: previous registration
Nov 23, 2021 to Feb 18, 2026factForm ADV
← Cameron Campbell LamarcheAdvisorregistration: previous registration
Feb 27, 2018 to Feb 18, 2026factForm ADV
← Yulya StewartAdvisorregistration: previous registration
Aug 23, 2019 to Feb 18, 2026factForm ADV
← Molly Miller WaltersAdvisorregistration: previous registration
May 19, 2025 to Feb 18, 2026factForm ADV
← Sugarsuren ByambasurenAdvisorregistration: previous registration
Jan 13, 2025 to Feb 18, 2026factForm ADV
← MARIA SABINA SIWEKAdvisorregistration: previous registration
Oct 6, 2022 to Feb 11, 2026factForm ADV
← MICHAEL DAVID MARTINAdvisorregistration: previous registration
Jan 31, 2021 to Mar 20, 2025factForm ADV
← JOSEPH NORMAN LEVESQUEAdvisorregistration: previous registration
Jul 18, 2021 to May 13, 2024factForm ADV
← Nina Jeanne RoseAdvisorregistration: previous registration
May 12, 2023 to Sep 7, 2023factForm ADV
← Anthony Joseph SibleyAdvisorregistration: previous registration
Nov 9, 2021 to Mar 13, 2023factForm ADV

Controls (3)

← VERNON, KEITH, RANDOLPHOwnerMANAGING MEMBER; PARTNER, ownership code D, individual
Nov 26, 2014 to Nov 19, 2024factForm ADV
← TALBOT, MATTHEW, PARKEROwnerCIO, MANAGING MEMBER, PARTNER, ownership code D, individual
May 5, 2015 to Nov 19, 2024factForm ADV
← LUZIER, CHELSEA, VIOLAOwnerCHIEF COMPLIANCE OFFICER; INVESTMENT OPERATIONS DIRECTOR, ownership code NA, individual
Aug 6, 2019 to Nov 19, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Feb 18, 2026
Advisor changed firm
George Robert Lane left The Clarius Group, Llc for Clearstead; Clearstead Advisory Solutions (registered 2026-03-18)
Form ADVobserved 4 days ago
Occurred
Feb 18, 2026
Advisor changed firm
Jeffrey Taylor Pierce left The Clarius Group, Llc for Clearstead; Clearstead Advisory Solutions (registered 2026-03-18)
Form ADVobserved 4 days ago
Occurred
Feb 18, 2026
Advisor changed firm
Betsy Joann Cole left The Clarius Group, Llc for Clearstead; Clearstead Advisory Solutions (registered 2026-02-26)
Form ADVobserved 4 days ago
Occurred
Feb 18, 2026
Advisor changed firm
William Steven Shack left The Clarius Group, Llc for Clearstead; Clearstead Advisory Solutions (registered 2026-02-26)
Form ADVobserved 4 days ago
Occurred
Feb 18, 2026
Advisor changed firm
Matthew Parker Talbot left The Clarius Group, Llc for Clearstead; Clearstead Advisory Solutions (registered 2026-03-19)
Form ADVobserved 4 days ago
Occurred
Feb 18, 2026
Advisor changed firm
Cameron Campbell Lamarche left The Clarius Group, Llc for Clearstead; Clearstead Advisory Solutions (registered 2026-03-09)
Form ADVobserved 4 days ago
Occurred
Feb 18, 2026
Advisor changed firm
Yulya Stewart left The Clarius Group, Llc for Clearstead; Clearstead Advisory Solutions (registered 2026-03-19)
Form ADVobserved 4 days ago
Occurred
Feb 18, 2026
Advisor changed firm
Tiffany Rose Andersen left The Clarius Group, Llc for Clearstead; Clearstead Advisory Solutions (registered 2026-02-24)
Form ADVobserved 4 days ago
Occurred
Feb 18, 2026
Advisor changed firm
Stephanie Mavis D'Ippolito left The Clarius Group, Llc for Clearstead; Clearstead Advisory Solutions (registered 2026-02-26)
Form ADVobserved 4 days ago
Occurred
Feb 18, 2026
Advisor changed firm
Molly Miller Walters left The Clarius Group, Llc for Clearstead; Clearstead Advisory Solutions (registered 2026-03-18)
Form ADVobserved 4 days ago
Occurred
Feb 18, 2026
Advisor changed firm
Sugarsuren Byambasuren left The Clarius Group, Llc for Clearstead; Clearstead Advisory Solutions (registered 2026-04-01)
Form ADVobserved 4 days ago
Occurred
Feb 18, 2026
Advisor changed firm
Jarred Steven Chamberlain left The Clarius Group, Llc for Clearstead; Clearstead Advisory Solutions (registered 2026-02-26)
Form ADVobserved 4 days ago
Occurred
Feb 18, 2026
Advisor changed firm
Keith Randolph Vernon left The Clarius Group, Llc for Clearstead; Clearstead Advisory Solutions (registered 2026-03-18)
Form ADVobserved 4 days ago
Occurred
Feb 18, 2026
Advisor changed firm
Sue Young Sewell left The Clarius Group, Llc for Clearstead; Clearstead Advisory Solutions (registered 2026-05-29)
Form ADVobserved 4 days ago
Occurred
Feb 11, 2026
Firm absorbed
The Clarius Group, LLC's advisors moved to Clearstead; Clearstead Advisory Solutions (Seattle, WA): 15 of 15 registered, within 7 days
Form ADVobserved 4 days ago
15 advisors
Occurred
Feb 11, 2026
Advisor changed firm
Maria Sabina Siwek left The Clarius Group, Llc for Clearstead; Clearstead Advisory Solutions (registered 2026-03-02)
Form ADVobserved 4 days ago
Occurred
Mar 20, 2025
Advisor changed firm
Michael David Martin left The Clarius Group, Llc for Basecamp Wealth Advisors, Llc (registered 2025-04-09)
Form ADVobserved 4 days ago
Occurred
May 13, 2024
Advisor changed firm
Joseph Norman Levesque left The Clarius Group, Llc for Mercer Global Advisors Inc. (registered 2024-06-03)
Form ADVobserved 4 days ago
Occurred
Sep 7, 2023
Advisor changed firm
Nina Jeanne Rose left The Clarius Group, Llc for Advice And Planning Services (registered 2023-10-03)
Form ADVobserved 4 days ago
Occurred
Mar 13, 2023
Advisor changed firm
Anthony Joseph Sibley left The Clarius Group, Llc for Creative Planning (registered 2023-04-03)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2021
Regulatory AUM changed
The Clarius Group, Llc reported RAUM $2.8B, up 38% from $2.0B (2020-11-13 to 2021-03-29)
Form ADVobserved 4 days ago
$768M
Occurred
Mar 30, 2020
Regulatory AUM changed
The Clarius Group, Llc reported RAUM $2.0B, up 46% from $1.4B (2019-08-06 to 2020-03-30)
Form ADVobserved 4 days ago
$641M
Occurred
Aug 6, 2019
Control person joined
Luzier Chelsea Brenegan (Chief Compliance Officer; Investment Operations Director) appeared on Schedule A of The Clarius Group, Llc
Form ADVobserved 4 days ago
Occurred
Jun 28, 2019
Control person left
Ann Karen Obrietan (Partner, Coo, Cco) no longer on Schedule A of The Clarius Group, Llc (listed 2019-03-29, absent 2019-06-28)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2018
Regulatory AUM changed
The Clarius Group, Llc reported RAUM $1.1B, up 59% from $714.7M (2017-04-05 to 2018-03-30)
Form ADVobserved 4 days ago
$424M
Occurred
Nov 26, 2014
First Form ADV filing
Shared Family Office filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Mar 2, 2026
The Clarius Group, Llc no longer on the SEC adviser roster (last listed 2026-02-02, RAUM $4.7B)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a54136e9-8a93-eeb4-7eea-aa1a4f0fd49b
First observed: Nov 26, 2014
Last observed: Jun 13, 2025 15 months 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.

THE CLARIUS GROUP, LLC

CRD 173347

SEATTLE, WA

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:a54136e9-8a93-eeb4-7eea-aa1a4f0fd49b

Data as of Jun 13, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:51 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CLARIUS GLOBAL EQUITY FUND, LLC

Private Equity Fund

$51.9M

Nov 19, 2024

Mar 26, 2024

reported

021-1993061

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LUZIER, CHELSEA, VIOLA

CHIEF COMPLIANCE OFFICER; INVESTMENT OPERATIONS DIRECTOR

yes

07/2019

Aug 6, 2019

Nov 19, 2024

TALBOT, MATTHEW, PARKER

CIO, MANAGING MEMBER, PARTNER

yes

04/2015

May 5, 2015

Nov 19, 2024

VERNON, KEITH, RANDOLPH

MANAGING MEMBER; PARTNER

yes

10/2014

Nov 26, 2014

Nov 19, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Apr 24, 2025

$4.7B

$3.0B

n/a

2023

Mar 26, 2024

$4.0B

$2.4B

$51.9M

2022

Mar 28, 2023

$3.7B

$2.1B

n/a

2021

Mar 31, 2022

$3.4B

$2.1B

n/a

2020

Mar 29, 2021

$2.8B

$1.6B

n/a

2019

Mar 30, 2020

$2.0B

$1.4B

n/a

2018

Mar 29, 2019

$1.4B

$804M

n/a

2017

Mar 30, 2018

$1.1B

$604M

n/a

2016

Mar 28, 2017

$717M

$465M

n/a

2015

Mar 23, 2016

$626M

$404M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-15

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$4.7B

$4.0B

17.4%

$3.4B

10.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

Feb 11, 2026

May 29, 2026

SEATTLE, WA

Firm absorbed

RIA to RIA

100.0%