Clairalpha Advisors LLC

RIASEC RegisteredEst. 2026
Total AUM
$3.7M
Discretionary
$3.7M
100% of AUM
Avg account
$178K
Accounts
21
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
Client types
  • Individuals68.57%
  • HNWI31.43%
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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 57%, Exchange Traded Equities 24%, Cash & Cash Equivalents 15%, Non-Exchange Traded Equities 4%, Other 1%57%
  • Public Funds/Mutual Funds57%
  • Exchange Traded Equities24%
  • Cash & Cash Equivalents15%
  • Non-Exchange Traded Equities4%
  • Other1%

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