Clarion Advisors Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Clarion Advisors Inc. provides discretionary portfolio management to individuals and high‑net‑worth individuals, preparing an Investment Policy Statement for each client and delivering monthly custodial account reports. The firm offers ongoing, asset‑based management tailored to clients’ goals, time horizon, and documented risk tolerance, and it typically operates under granted discretionary trading authority.
The firm’s investment process combines multiple methods of analysis — charting, cyclical, fundamental, quantitative, and technical — and emphasizes long‑term trading across mutual funds, real estate funds (including REITs), equities, ETFs (including precious‑metal ETFs), and Treasury‑inflation‑protected bonds. CAI limits its advice primarily to those security types and seeks to allocate investment opportunities fairly across client accounts while documenting risk profiles in each client’s IPS.
Noteworthy operational features include an unusually large client base for a small independent adviser (632 clients) and a requirement that clients use specified custodians (Shareholders Service Group and Charles Schwab Advisor Services); the firm also discloses that it does not aggregate block trades across clients. The brochure further discloses that a firm principal is a licensed insurance agent—creating a potential commission‑related conflict the firm says it manages—and that the firm pays a flat monthly fee to an external lead‑referral provider.
Client services
Expertise
Fee options
1.00% annually
Main office
1519 Lincoln Way
Auburn CA 95603
Advisors at this office
1
Most active in
Arizona · California · Nebraska · Oregon · Tennessee · Texas · Washington
Also doing business as
Butera Capital Management · Butera, Robert Louis · Clarion Advisors Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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