Clarion Advisors Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$134,434,000
Total clients
632
4% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
632
Average account size
$212,712
About
Clarion Advisors provides discretionary portfolio management and related investment advisory services to individuals and high‑net‑worth individuals, preparing an Investment Policy Statement for each client and conducting ongoing portfolio monitoring. The firm reports managing roughly $134 million across more than 600 client accounts and states it imposes no account minimum.
The firm’s investment approach emphasizes long‑term trading informed by a mix of charting, cyclical, fundamental, quantitative and technical analyses, and typically uses mutual funds, ETFs (including precious‑metal ETFs), equities, real estate funds and Treasury inflation‑protected securities. Accounts are generally managed on a discretionary basis, with monthly custodian reporting and documented risk tolerances in each client’s IPS.
Notable operational features include an unusually high client‑to‑advisor load for an independent adviser, a practice that the brochure highlights as uncommon and that may influence trade execution and service workflows (CAI does not aggregate block trades and requires use of specified custodians such as Charles Schwab and Shareholders Service Group). The brochure also discloses that a firm principal is a licensed insurance agent and may recommend insurance products in a separate capacity, with written disclosures and policies intended to address the resulting conflicts of interest.
Client services
Portfolio management
Expertise
Real estate investing
Passive / index investing
Active portfolio management
Fee options
1.00% annually
Main office location
Clarion Advisors Inc.
1519 Lincoln Way
Auburn CA 95603, United States
Number of offices
2
Most active in
Clarion Advisors Inc. has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Nebraska · Oregon · Tennessee · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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