Cleveralpha

Overview

Cleveralpha is a small SEC-registered advisory firm organized as an LLC and registered with the SEC in 2019. The firm serves individual and family clients and provides portfolio management for both individuals/small businesses and for business or institutional accounts. Its primary fee model is a percentage of assets under management. The firm does not position itself as an ESG-focused adviser, is not registered as a multi-state adviser, and does not list pension consulting or relationships with related advisers. Cleveralpha also reports an industry affiliation with a broker-dealer, indicating a link to broker-dealer infrastructure or services alongside its advisory practice.

Assets & Accounts

Public Holdings

Investments & Alternatives