A complete list of active advisors currently associated with Clarion Advisors Inc.

Warmer can help you find a great advisor at Clarion Advisors Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Clarion Advisors Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.