CLARAPHI ADVISORY NETWORK, LLC

RIASEC RegisteredEst. 2014

Total AUM

$383M

Discretionary

$383M

100% of AUM

Avg account

$158K

Accounts

2,422

Employees

Advisory reps

Firm details

Headquarters: ALISO VIEJO, California
CRD number: 165868
Registered since: December 4, 2014
Website: cangrou.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, GOLDMAN SACHS CUSTODY SOLUTIONS, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals61.3%
HNWI33.18%
Corporations / Businesses2.91%
Pension & Profit Sharing Plans2.61%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Claraphi Advisory Network, LLC is an independent registered investment adviser that acts as a capital allocator for both individual and institutional clients. Founded as an RIA in 2014, the firm combines financial planning and portfolio management for individuals and small businesses with pension consulting and the selection of outside advisers. Claraphi runs fee schedules that include a percentage of assets under management, hourly engagements and fixed fees, and it does not position itself as an ESG-focused manager. Investment activity centers on publicly traded pooled vehicles and individual equities, with a clear tilt toward mutual funds and ETFs as primary portfolio building blocks. The firm also sources third‑party alternative managers where appropriate, and integrates annuities into planning solutions when needed. Claraphi’s practice is set up to serve a mix of households and select institutional relationships, and its adviser model includes discretionary portfolio management.