RIA Intel›Advisers›Virginia›KLAREN CAPITAL, LLC

KLAREN CAPITAL, LLC

Advisory

VA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account
$142K
across 95 accounts
AUM per adviser
$14M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$14M
Discretionary %
99.7%
Clients
38
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$14M
Discretionary AUM$13M
Non-Discretionary AUM$35K
Discretionary %99.7%
Total Clients38
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InVA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

WELL-PLANNED FINANCIAL LLC
STAUNTON, VA
$13M
FREEDOM CAPITAL MANAGEMENT OF VIRGINIA LLC
$13M
LIONHEART FINANCIAL PLANNING, INC.
$14M
BANKSCHANNEL ADVISORS, LLC
$13M
OG ADVISORY GROUP, LLC
ROANOKE, VA
$14M
JM BURGESS CORP.
RICHMOND, VA
$14M

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