CLARUS WEALTH ADVISORS

HTTP://HERITAGECAPITALAZ.COM PEORIA, AZ Investment Advisor How do I update this listing?

Clarus Wealth Advisors is based out of Peoria. Clarus Wealth Advisors is a large advisory firm with 718 clients and discretionary assets under management (AUM) of $198,257,624 (Form ADV from 2020-08-03). Their last reported 13F filing for Q2 2020 included $118,721,000 in managed 13F securities and a top 10 holdings concentration of 46.87%. Clarus Wealth Advisors's largest holding is SPDR S&P 500 Growth ETF with shares held of 307,991. Whalewisdom has at least 14 13F filings

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06/30/2020

13F Activity

  • Market Value $118.721 Million
  • Prior Market Value $100.066 Million
  • New Purchases34 stocks
  • Additional Purchases40 stocks
  • Sold out of21 stocks
  • Reduced holdings in42 stocks
  • Top 10 Holdings % 46.87 %
  • Turnover % [1]:43.31%
  • Turnover Alt % [2]: 23.09 %
  • Time Held Top20:3.45 quarters
  • Time Held Top10:2.70 quarters
  • Time Held All:6.03 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 25.9%
Performance Last 4 Quarters: 3.44%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

CLARUS WEALTH ADVISORS, LLC
9125 W. THUNDERBIRD ROAD, SUITE 100
PEORIA AZ    85381
Country: United States

Business Phone: 623-583-6840
Fax: 623-583-6844
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: AZ
Number of employees: 14
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 105,484,000
Total Number of Clients: 718
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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CLARUS WEALTH ADVISORS, LLC

ownership team - last updated 2020-06-15
Name Title Start Date Direct/Indirect % Ownership
COOPER, BERT, ALLEN MANAGING MEMBER 04/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARUS WEALTH ADVISORS, LLC MANAGING MEMBER direct 2015-04-01
COOPER, JOSHUA, ALLEN MEMBER 04/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARUS WEALTH ADVISORS, LLC MEMBER direct 2015-04-01
FANNING, THERESA, ANN CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCOTT & STRINGFELLOW, INC. CROP direct 2003-01-01
SCOTT & STRINGFELLOW, INC. SROP / CROP direct 2005-08-01
WACHOVIA SECURITIES, LLC STATE DESIGNATED PRINCIPAL OFFICER direct 2007-08-01
CLARUS WEALTH ADVISORS, LLC OWNER 04/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
CLARUS WEALTH ADVISORS, LLC OWNER direct 2015-04-01

CLARUS WEALTH ADVISORS, LLC

ownership team - last updated 2020-02-18
Name Title Start Date Direct/Indirect % Ownership

CLARUS WEALTH ADVISORS, LLC

ownership team - last updated 2019-07-18
Name Title Start Date Direct/Indirect % Ownership
COOPER, BERT, ALLEN MANAGING MEMBER 04/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARUS WEALTH ADVISORS, LLC MANAGING MEMBER direct 2015-04-01
COOPER, JOSHUA, ALLEN MEMBER 04/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARUS WEALTH ADVISORS, LLC MEMBER direct 2015-04-01
SHERMAN, MICHAEL, ALAN CHIEF COMPLIANCE OFFICER 03/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARUS WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2017-03-01
FANNING, THERESA, ANN COO 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCOTT & STRINGFELLOW, INC. CROP direct 2003-01-01
SCOTT & STRINGFELLOW, INC. SROP / CROP direct 2005-08-01
WACHOVIA SECURITIES, LLC STATE DESIGNATED PRINCIPAL OFFICER direct 2007-08-01
CLARUS WEALTH ADVISORS, LLC OWNER 04/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
CLARUS WEALTH ADVISORS, LLC OWNER direct 2015-04-01

CLARUS WEALTH ADVISORS, LLC

ownership team - last updated 2019-03-13
Name Title Start Date Direct/Indirect % Ownership
COOPER, BERT, ALLEN MANAGING MEMBER 04/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CLARUS WEALTH ADVISORS, LLC MANAGING MEMBER direct 2015-04-01
COOPER, JOSHUA, ALLEN MEMBER 04/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CLARUS WEALTH ADVISORS, LLC MEMBER direct 2015-04-01
SHERMAN, MICHAEL, ALAN CHIEF COMPLIANCE OFFICER 03/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARUS WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2017-03-01
FANNING, THERESA, ANN COO 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCOTT & STRINGFELLOW, INC. CROP direct 2003-01-01
SCOTT & STRINGFELLOW, INC. SROP / CROP direct 2005-08-01
WACHOVIA SECURITIES, LLC STATE DESIGNATED PRINCIPAL OFFICER direct 2007-08-01

CLARUS WEALTH ADVISORS, LLC

ownership team - last updated 2018-05-29
Name Title Start Date Direct/Indirect % Ownership
COOPER, BERT, ALLEN MANAGING MEMBER 04/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CLARUS WEALTH ADVISORS, LLC MANAGING MEMBER direct 2015-04-01
COOPER, JOSHUA, ALLEN MEMBER 04/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CLARUS WEALTH ADVISORS, LLC MEMBER direct 2015-04-01
SHERMAN, MICHAEL, ALAN CHIEF COMPLIANCE OFFICER 03/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLARUS WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2017-03-01
FANNING, THERESA, ANN COO 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCOTT & STRINGFELLOW, INC. CROP direct 2003-01-01
SCOTT & STRINGFELLOW, INC. SROP / CROP direct 2005-08-01
WACHOVIA SECURITIES, LLC STATE DESIGNATED PRINCIPAL OFFICER direct 2007-08-01

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