CLAIRALPHA ADVISORS LLC
Firm details
- Headquarters
- RICHARDSON, 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 newly formed SEC-registered advisory firm organized as a limited liability company. The firm registered with the SEC in 2026 and identifies ownership that includes both an individual and a domestic entity. Clairalpha positions itself as a capital allocator that provides advisory services to individuals and small businesses, with stated capabilities in financial planning, portfolio management, pension consulting services, and the selection of other advisers (including use of third‑party managers). Its fee model is flexible and may include asset‑based fees, fixed fees, and other fee arrangements. The firm is not flagged as an active ESG investor and is not documented as a multi‑state adviser in the dataset. The record also notes an industry affiliation with an insurance company. While pension consulting is listed among its advisory activities, the dataset does not classify the firm as a pension consultant under the specific pension consultant designation.
Assets & Accounts
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 1Ryan Munoz
CCOCRD 7662288
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RICHARDSON, TX
DALLAS
Location
RICHARDSON, TX
Headquartered in RICHARDSON, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 1100 W Campbell Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
TUGGLE & RUSSELL, L.L.C.
RIARICHARDSON, TX
GFN CAPITAL MANAGEMENT
RIARICHARDSON, TX
GENERATIONAL WEALTH ADVISORS
RIARICHARDSON, TX
LEMNIS CAPITAL
RIARICHARDSON, TX
BLUECHIP FINANCIAL PLANNING, INC.
RIARICHARDSON, TX
NORTHILL AIMS, LLC
RIARICHARDSON, TX