Clairalpha Advisors LLC

RIASEC Registered

Total AUM

$3.7M

Discretionary

$3.7M

100% of AUM

Avg account

$178K

Accounts

Employees

Advisory reps

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 an independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm positions itself as a small, client-facing wealth manager that serves individual and family relationships and acts as a capital allocator, meaning it places client assets with third-party managers in addition to managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection-of-other-advisers work. Compensation is a mix of percentage-of-AUM fees, fixed fees and other arrangements. Clairalpha is not identified as an active ESG investor and is noted to have an affiliation with an insurance company.