Ryan
Sleeper

The Clarus Group

CRD#5768443
Investment Advisor
in Houston, TX

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About this Advisor

Ryan Sleeper is a financial advisor based in Houston, Texas, working with The Clarus Group. Ryan has previously held positions at Raymond James Financial Services, Whiteside Wealth Management, Raymond James Financial Services Advisors Inc, The Clarus Group, Inc D/B/A Clarus Wealth Group, and Kingswood Capital Partners, LLC. Ryan has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Ryan is part of The Clarus Group, which operates out of Houston, Texas. The firm has 3 offices and 14 employees. The firm manages assets totaling $798.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at The Clarus Group includes asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

520 Post Oak Blvd. Suite 750
Houston, TX 77027

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The Clarus Group Brokerage Details

Total Assets Under Management

$797,968,022

TX Average: $3,042,739,679
Total Number of Employees

14

TX Average: 49
Total Number of Accounts

1,680

TX Average: 2,315
Average Account Size

$474,981

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Ryan Sleeper Work History

2021 - Present (3 years)

Kingswood Capital Parnters, LLC

2018 - Present (6 years)

The Clarus Group, Inc D/B/A Clarus Wealth Group

2014 - 2020 (6 years)

Raymond James Financial Services Advisors Inc

2013 - 2016 (3 years)

Whiteside Wealth Management

2010 - 2020 (10 years)

Raymond James Financial Services

Disclosures

Please visit the SEC profile of Ryan Sleeper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Clarus Group

Derrick Dees
Houston, TX
James Mccarthy
Houston, TX
Holly Pickett
Houston, TX
Joshua Hall
Houston, TX
Ryan Sleeper
Houston, TX
Gary Pankratz
Houston, TX
Rex Whiteside
Houston, TX
Andy Thornton
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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