Klaren Capital

Klaren Capital (CRD# 151086) is a financial advisory firm headquartered in Charlottesville, VA. They manage $9,316,000 in 77 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $120,987
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Klaren Capital
Showing 1 - 4 of 4 top financial advisors.
1
Gregory F. Harris
CRD#: 4984524
Waynesboro, VA
93
Wealthminder
score

Gregory Harris (CRD# 4984524) is an Investment Advisor Representative working at Klaren Capital in Waynesboro, VA and has over 11 years of experience in the finance industry.

2
Samuel B. Wingate
CRD#: 5873458
400 Locust Avenue, Suite 4, Charlottesville, VA 22902
93
Wealthminder
score

Samuel Wingate (CRD# 5873458) is an Investment Advisor Representative working at Klaren Capital in Charlottesville, VA and has over 5 years of experience in the finance industry.

3
Eugene J. Colligan
CRD#: 6012287
400 Locust Avenue, Suite 4, Charlottesville, VA 22902
90
Wealthminder
score

Eugene Colligan (CRD# 6012287) is an Investment Advisor Representative working at Klaren Capital in Charlottesville, VA and has over 4 years of experience in the finance industry.

4
Andrew J. Shires
CRD#: 6539206
400 Locust Avenue, Suite 4, Charlottesville, VA 22902
87
Wealthminder
score

Andrew Shires (CRD# 6539206) is an Investment Advisor Representative working at Klaren Capital in Charlottesville, VA and has 1 year of experience in the finance industry.

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