Clairalpha Advisors LLC
Firm details
- Headquarters
- Frisco, Texas
- CRD number
- 342087
- Registered since
- May 14, 2026
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Clairalpha Advisors LLC is a recently formed SEC-registered investment adviser organized as a limited liability company. The firm registered with the SEC in 2026 and identifies as both a domestic-entity and individual-owned business. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers; the firm also describes itself as a capital allocator. Fee arrangements listed include percentage-of-AUM, fixed fees, and other fee models. Clairalpha does not characterize itself as an active ESG investor, and it is not a multi-state adviser. The firm has an industry affiliation with an insurance company.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Ryan Munoz
CCOCRD 7662288
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Frisco, TX
Collin
Location
Frisco, TX
Headquartered in Frisco, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 5 Cowboys Way
- Time zone
- CT (UTC-6)
- Office locations
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