Form CRS

Client/customer Relationship Summaries filed by advisers and broker-dealers.

Base URL: https://api.clous.ai
Auth: Authorization: Bearer clous_live_...

GET /v1/form-crs

Results are returned through the standard response envelope and are cursor-paginated.

Query parameters

Prop

Type

Example request

curl -s "https://api.clous.ai/v1/form-crs?limit=3" \
  -H "Authorization: Bearer clous_live_..."

import requests
resp = requests.get(
    "https://api.clous.ai/v1/form-crs",
    params={"limit":"3"},
    headers={"Authorization": "Bearer clous_live_..."},
)
data = resp.json()

const resp = await fetch(
  "https://api.clous.ai/v1/form-crs?limit=3",
  { headers: { Authorization: "Bearer clous_live_..." } },
);
const data = await resp.json();

Example response

{
  "data": [
    {
      "id": 9934,
      "accession_number": "crs:292183",
      "filer_cik": "1737410",
      "filer_name": "LMR PARTNERS LLC",
      "form_sub_type": "Unknown",
      "filing_date": "2026-05-28",
      "firm_crd": "292183",
      "services_offered": "Investment advisory and/or brokerage services for retail clients.",
      "fee_summary": "Fees may include asset-based advisory fees (a percentage of assets under management) and/or transaction-based fees such as commissions and sales loads. Ask your financial professional for the firm's specific fee schedule and how it is compensated.",
      "conflicts_summary": null,
      "disciplinary_history_flag": 1,
      "disciplinary_history_summary": null,
      "additional_info": null,
      "professionals_count": 0,
      "primary_document_url": "https://api.brokercheck.finra.org/search/firm/292183?wt=json",
      "observed_at": "2026-05-29T18:51:58"
    },
    {
      "id": 9707,
      "accession_number": "crs:289985",
      "filer_cik": null,
      "filer_name": "DBA SEASIDE FINANCIAL & INSURANCE SERVICES",
      "form_sub_type": "IA",
      "filing_date": "2026-05-28",
      "firm_crd": "289985",
      "services_offered": "Investment advisory services including personalized investment advice, portfolio management, financial planning, and investment recommendations to retail clients.",
      "fee_summary": "Asset-based advisory fees, typically charged as a percentage of assets under management and billed on an ongoing basis; some services may carry fixed or hourly financial-planning fees or wrap-fee program charges. Because the fee is based on assets managed, the firm has an incentive to encourage clie…",
      "conflicts_summary": null,
      "disciplinary_history_flag": 0,
      "disciplinary_history_summary": null,
      "additional_info": null,
      "professionals_count": 0,
      "primary_document_url": "https://api.brokercheck.finra.org/search/firm/289985?wt=json",
      "observed_at": "2026-05-29T18:51:09"
    }
  ],
  "page": {
    "limit": 3,
    "next_cursor": "MjAyNjA1Mjh8OTY0NQ",
    "has_more": true
  },
  "as_of": "2026-06-13T16:27:34.459857Z",
  "source": "form_crs",
  "query_echo": {
    "limit": 3
  },
  "warnings": []
}

Status codes

Status	Meaning
`200`	Success. An empty result still returns `200` with `data: []` and a `warnings` entry.
`401`	Missing or invalid API key.
`402`	Out of credits.
`404`	No record for the supplied path parameter.
`422`	Validation error — a parameter was the wrong type or out of range.
`429`	Rate limited.

All data derives from public SEC EDGAR (and, where noted, FINRA IAPD / USPTO) filings. Clous is independent of the SEC.

Form CRS

Form CRS

Query parameters

Example request

Example response

Status codes

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