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The Clarius Group, LLC
Keith Vernon · Investment Advisor · Multi-Strategy
The Clarius Group, LLC is a Seattle-based investment advisory firm and shared family office established in 2015. Founded by Keith Vernon and a team of partners previously with Bristlecone Advisors, the firm provides integrated wealth management, tax and estate planning, and investment management services to high-net-worth individuals and families. The institution operates as a fiduciary, focusing on a shared family office model that aims to provide professional stewardship and aligned, service-driven partnerships. With billions in assets under management, the firm serves clients across the Pacific Northwest and beyond, prioritizing transparency and long-term economic results through a comprehensive approach to financial management.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +16.4% |
| YTD return | +9.9% |
| Sharpe ratio | 3.11 |
| Win rate | 69% |
| AUM | $0.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.clariusgroup.com/ |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| PCAR | PACCAR Inc | 39.6% | +13.5% |
| MSFT | Microsoft Corporation | 19.8% | +3.8% |
| AMZN | Amazon.com Inc | 9.8% | +11.9% |
| SBUX | Starbucks Corporation | 5.4% | +7.4% |
| AAPL | Apple Inc | 4.4% | +27.0% |
| NVDA | NVIDIA Corporation | 4.0% | +19.2% |
| GOOGL | Alphabet Inc Class A | 4.0% | +29.0% |
| CINF | Cincinnati Financial Corporation | 1.7% | +2.1% |
| BRK-A | Berkshire Hathaway Inc | 1.5% | +2.1% |
| SNOW | Snowflake Inc. | 1.3% | +58.8% |
| DNLI | Denali Therapeutics Inc | 1.1% | +13.7% |
| AVGO | Broadcom Inc | 1.0% | +5.5% |
| META | Meta Platforms Inc. | 1.0% | +8.3% |
| MU | Micron Technology Inc | 1.0% | +36.9% |
| COST | Costco Wholesale Corp | 0.8% | -3.9% |
| JPM | JPMorgan Chase & Co | 0.8% | +9.5% |
| LLY | Eli Lilly and Company | 0.8% | +21.6% |
| TWST | Twist Bioscience Corp | 0.7% | +45.4% |
| VIR | Vir Biotechnology Inc | 0.7% | +58.2% |
| OKTA | Okta Inc | 0.7% | +39.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 10, 2026 | SELL | BRK-A | 1.5% → 1.5% |
| Aug 10, 2026 | BUY | MU | 0.9% → 1.0% |
| Aug 10, 2026 | BUY | AAPL | 4.4% → 4.4% |
| Aug 10, 2026 | BUY | AMZN | 9.8% → 9.8% |
| Aug 10, 2026 | SELL | PCAR | 41.3% → 39.6% |
Investment Style Analysis
The Clarius Group, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 22, 2026, the firm oversees approximately $0.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Farm & Heavy Construction Machinery and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 10, The Clarius Group, LLC made a significant move by reducing the position in BRK-A. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution's investment philosophy is rooted in a shared family office model that emphasizes the fundamental rights of clients, including clarity, security, and loyalty. Their approach involves tailored portfolio design, asset allocation, and meticulous due diligence across a variety of securities such as mutual funds, ETFs, and alternative private markets. By proactively managing all financial aspects for client families, the firm aims to deliver long-term capital preservation and growth while maintaining a strong foundation of trust and collaborative thinking. They integrate public and private market holdings to create holistic portfolios aligned with specific multi-generational wealth goals.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with The Clarius Group, LLC.
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Frequently asked questions
How is the simulated portfolio for The Clarius Group, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is The Clarius Group, LLC's largest holding?
As of the latest filing, The Clarius Group, LLC's top position is PACCAR Inc (PCAR), representing 39.6% of the portfolio. This reflects a high-conviction bet by the institution.
What is The Clarius Group, LLC's historical performance and risk profile?
Our simulation indicates a total return of +16.4% with a win rate of 69%. Notably, the portfolio maintains a Sharpe Ratio of 3.11, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does The Clarius Group, LLC primarily invest in?
The Clarius Group, LLC has a strong preference for the Farm & Heavy Construction Machinery sector, which makes up 39.6% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is The Clarius Group, LLC's portfolio concentrated or diversified?
The Clarius Group, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 69.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has The Clarius Group, LLC performed in 2026?
Our AI-simulated model portfolio for The Clarius Group, LLC tracks a Year-to-Date (YTD) return of +9.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Keith Vernon manage The Clarius Group, LLC directly?
Yes, Keith Vernon serves as the key portfolio manager for The Clarius Group, LLC, overseeing the investment strategy and final capital allocation decisions.