Gregory Harris
Klaren Capital · Waynesboro, Virginia
Gregory Harris is a fee-only financial advisor at Klaren Capital in Waynesboro, Virginia. Gregory focuses on sustainable & impact investing. Klaren Capital reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Klaren Capital |
|---|---|
| Based in | Waynesboro, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $13.5M across 95 accounts |
| SEC registration | Investment adviser representative in VA · CRD 4984524 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.klarencapital.com |
| Profile |
How Gregory's firm compares
- Klaren Capital's average account is about $142,000, from its Form ADV (assets managed divided by 95 accounts).
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Questions about Gregory
Is Gregory Harris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Klaren Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, Klaren Capital, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Gregory Harris based?
Gregory Harris is based in Waynesboro, Virginia.
What does Gregory specialize in?
Gregory's specialties include sustainable & impact investing.
Is Gregory Harris registered with the SEC?
Yes. Gregory Harris is registered as an investment adviser representative in VA (CRD 4984524), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Klaren Capital manage?
Klaren Capital reports $13.5M across 95 accounts in assets under management.
How do I contact Gregory Harris?
Through Gregory's website, www.klarencapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Klaren Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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