CLARO ADVISORS, LLC
Latest filing: May 28, 2025 (66 days ago)
AUM
$1,283,968,973
26% change vs. 1 year ago
68% change vs. 3 years ago
189% change vs. 5 years ago
655% change vs. 10 years ago
Employee Count
22
0% change vs. 1 year ago
22% change vs. 3 years ago
47% change vs. 5 years ago
340% change vs. 10 years ago
Main Office
BOSTON, MA
100 HIGH STREET, BOSTON, MA, UNITED STATES, 2110
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.3 |
| Non-Discretionary | $0.0 |
| Total | $1.3 |
| Client | AUM |
|---|---|
| Retail | $1.1 |
| Pooled | $0.0 |
| Institutional | $0.2 |
| Total | $1.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 729 | $0.3 |
| Average Individual AUM | $410,298 | |
| HNW | 242 | $0.8 |
| Average HNW AUM | $3,378,624 | |
| Retail Total | 971 | $1.1 |
| Average Retail AUM | $1,150,087 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $0.9 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.3 |
| Retail SMA AUM | $1.1 |
| Institutional SMA AUM | $0.2 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 38% | $0.5 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 4% | $0.1 |
| Sovereign | 0% | $0.0 |
| IG Credit | 3% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 38% | $0.5 |
| Other Pools | 2% | $0.0 |
| Cash | 11% | $0.1 |
| Other | 3% | $0.0 |
| Total | 100% | $1.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
17 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JAMES ABBOTT | BOSTON | MA | S66|2013-04-05 | ||||||
| SAMUEL DIARBAKERLY | BOSTON | MA | S66|2017-07-24 | ||||||
| MICHAEL MULLIN | BOSTON | MA | S63|1996-12-07|S65|1997-08-15|S66|2005-09-29 | CHARTERED FINANCIAL ANALYST | |||||
| BRANDON FINK | BOSTON | MA | S66|2013-07-29 | CERTIFIED FINANCIAL PLANNER | |||||
| DANA ROWEN | BOSTON | MA | S66|2004-05-28 | ||||||
| PATRICK MCNAMARA | BOSTON | MA | S63|1996-01-05|S65|2000-12-04 | CERTIFIED FINANCIAL PLANNER | |||||
| PAUL LITCHFIELD | BOSTON | MA | S66|2011-10-28 | ||||||
| RYAN BELANGER | BOSTON | MA | S66|2004-10-01 | CERTIFIED FINANCIAL PLANNER | |||||
| JARED GAGNE | BOSTON | MA | S63|2019-08-10|S66|2020-10-30 | ||||||
| MICHAEL KURKULONIS | BOSTON | MA | S66|2005-09-23 | ||||||
| JENNIFER STREET | BOSTON | MA | S66|2005-06-03 | ||||||
| LINCOLN HURNEY | BOSTON | MA | S65|2023-02-22 | ||||||
| REX BERGER | BOSTON | MA | S65|2022-09-20 | ||||||
| MICHAEL COONEY | BOSTON | MA | S63|1985-01-07|S66|2014-06-27 | ||||||
| KATHERINE BOWES | BOSTON | MA | S63|1994-12-15|S65|1995-10-10|S66|2014-10-13 | CERTIFIED FINANCIAL PLANNER | |||||
| WILLIAM MCDONOUGH | BOSTON | MA | S63|2018-06-05|S65|2019-09-13 | ||||||
| JEFFREY COREY | BOSTON | MA | S66|2011-01-04 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.3 | $0.0 | 0% | 22 | 0 | 0% |
| 2025-04-21 | $1.3 | $0.0 | 0% | 22 | 0 | 0% |
| 2024-04-02 | $1.0 | $0.3 | 26% | 22 | 0 | 0% |
| 2023-04-04 | $0.8 | $0.5 | 63% | 22 | 0 | 0% |
| 2022-04-01 | $0.8 | $0.5 | 68% | 18 | 4 | 22% |
| 2021-04-05 | $0.6 | $0.7 | 118% | 15 | 7 | 47% |
| 2020-04-01 | $0.4 | $0.8 | 189% | 15 | 7 | 47% |
| 2019-04-01 | $0.3 | $0.9 | 278% | 12 | 10 | 83% |
| 2018-04-02 | $0.2 | $1.0 | 424% | 11 | 11 | 100% |
| 2017-04-01 | $0.2 | $1.1 | 592% | 7 | 15 | 214% |
| 2016-04-01 | $0.2 | $1.1 | 750% | 6 | 16 | 267% |
| 2015-04-01 | $0.2 | $1.1 | 655% | 5 | 17 | 340% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MA, AZ-03/30/2022, CA-04/20/2017, CT-04/20/2017, FL-10/08/2014, GA-09/14/2023, IL-09/25/2023, LA-03/30/2022, MA-10/08/2014, ME-10/08/2014, NC-11/27/2018, NH-10/08/2014, NJ-12/10/2018, NY-04/02/2018, OH-11/13/2024, PA-09/14/2023, RI-11/27/2018, TX-02/09/2016, VA-07/31/2020, VT-07/25/2024, WA-11/13/2020 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV