CLARUS WEALTH ADVISORS

HTTP://FORMPROSPERITY.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 691 clients and discretionary assets under management (AUM) of $179,163,503 (Form ADV from 2019-07-18). Their last reported 13F filing for Q3 2019 included $136,818,000 in managed 13F securities and a top 10 holdings concentration of 46.12%. Clarus Wealth Advisors's largest holding is SPDR S&P 500 Growth ETF with shares held of 250,156. Whalewisdom has at least 10 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $136.818 Million
  • Prior Market Value $138.353 Million
  • New Purchases24 stocks
  • Additional Purchases89 stocks
  • Sold out of479 stocks
  • Reduced holdings in25 stocks
  • Top 10 Holdings % 46.12 %
  • Turnover % [1]:346.90%
  • Turnover Alt % [2]: 24.30 %
  • Time Held Top20:2.65 quarters
  • Time Held Top10:2.20 quarters
  • Time Held All:4.46 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -0.51%
Performance Last 4 Quarters: 1.7%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR/A (Subscription required)
  • 2018-12-31 - 13F-HR/A (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)

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: 19
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 691
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 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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