Clairalpha Advisors LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Ryan Munoz

    Ryan Munoz

    CCOCRD 7662288

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth