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 Disclosure Requirements

The Clarus Group, Inc. ("Clarus Wealth Group") is a Registered Investment Advisor ("RIA"), located in the state of Texas. Advisory services are only offered to clients where Clarus Wealth Group and its representatives are properly licensed or exempt from licensure. 

Risk Disclosures:

Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.  

Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.

This website is intended to provide general information about Clarus Wealth Group and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to Contact Us at (713) 621-3500 or info@claruswealthgroup.com for further information. 

Market data, articles and other content on this website are based on generally available information and are believed to be reliable. Clarus Wealth Group does not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice.

Please remember that it remains your responsibility to advise Clarus Wealth Group, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. 

 

Clarus Wealth Group will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact Us at (713) 621-3500 or info@claruswealthgroup.com to request a free copy via .pdf or hardcopy. 

 

Privacy Disclosures:

Clarus Wealth Group is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described in our Privacy Policy.  

Clarus Wealth Group does not collect personal non-public information through this website; however, the Advisor may collect information from you on application forms, agreements, profile or investment policy statements, and other documents received or processed in relation to services we provide. We also may collect information from other sources.

We do not respond to "do not track" requests because we do not track you over time or across third party websites to provide targeted advertising. We may track you across our website to help us improve our content.

We may use "cookies" and similar online technologies to keep, and sometimes track, information about you regarding your usage of our website. Cookies are small data files that are sent to your browser or related software from a Web server and stored on your device. Cookies help us to collect information about your usage of our website, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site, such as the browser used. You can refuse to store or delete cookies by configuring your web browser settings. Most browsers and mobile devices have their own settings to manage cookies. If you refuse a cookie when on our website, or if you delete cookies, you may experience some inconvenience in your use of our website, such as having to re-configure preferences.

When you are on this website you may have the opportunity to click-through to other websites, including websites operated by unaffiliated third parties. These sites may collect nonpublic personal Information about you. We do not control sites operated by these entities and are not responsible for the information practices of these sites. This Privacy Policy does not address the information practices of other websites. The privacy policies of websites operated third parties are located on those sites.

 

For a copy of the Clarus Wealth Group, please Contact Us at (713) 621-3500 or info@claruswealthgroup.com. 

 

Email Disclosures

Clarus Wealth Group often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. Clarus Wealth Group makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send Clarus Wealth Group private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery. 

Please note: Clarus Wealth Group does not accept trading or money movement instructions via email.

 

As a registered investment advisor, Clarus Wealth Groupemails may be subject to inspection by the Chief Compliance Officer (“CCO”) of Clarus Wealth Group or the securities regulators. 

If you have received an email from Clarus Wealth Group in error, we ask that you contact the sender and destroy the email and its contents. 

If you have any questions regarding our email policies, please Contact Us at (713) 621-3500 or info@claruswealthgroup.com.

 

Social Websites

Clarus Wealth Group may utilize third-party websites, including social media websites, blogs and other interactive content. Clarus Wealth Group considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Clarus Wealth Group generally retains copies of information that Clarus Wealth Group or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Clarus Wealth Group or the securities regulators. 

Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation Clarus Wealth Group’s advisory persons after entering into an advisory agreement and provided Clarus Wealth Group with all requested background and account information.

If you have any questions regarding our policies, please contact us at (713) 621-3500 or info@claruswealthgroup.com.

Broker Dealer Affiliations 

Advisory services are offered through The Clarus Group, Inc.  (“Clarus Wealth Group”). Securities are offered through Kingswood Capital Partners, LLC (“Kingswood”). Clarus Wealth Group and Kingswood are not affiliated. Advisory services are only offered to clients or prospective clients where Clarus Wealth Group and its representatives are properly licensed or exempt from licensure.

For more information on our Client Relationship Summary, please click the link below: