A complete list of active advisors currently associated with Clairalpha Advisors LLC

Warmer can help you find a great advisor at Clairalpha Advisors LLC or one who fits your needs even better.

The firm provides investment advisory and financial planning services to individuals and high‑net‑worth clients and also acts as an advisor to employer‑sponsored retirement plans, offering retirement plan consulting and 3(21)/3(38) support in addition to asset management, project‑based, hourly, and ongoing planning services. It also identifies and may recommend private placement opportunities to eligible, accredited clients as part of its service offering. ClairAlpha’s investment approach emphasizes portfolio construction grounded in modern portfolio theory and employs long‑term and income strategies tailored to client risk profiles, with accounts managed on a discretionary basis when authorized. The firm delivers investment management through a co‑advisory managed‑account platform—allocating to third‑party model managers or using proprietary and custom models—and performs periodic reviews of accounts and plans. Distinctive features disclosed in the brochure include an affiliation with a parent technology company that operates the Clair360 program and a private‑placement listing platform; advisory services to Clair360 members are provided without a direct fee to those members while compensation flows to the parent, and the parent also earns listing fees for private placements, each creating disclosed conflicts of interest the firm says it seeks to mitigate. The firm’s personnel also provide tax services through an affiliated tax entity and are licensed to sell insurance products, which the brochure notes as additional potential conflicts that are disclosed and subject to supervisory policies.

To learn more about the advisors currently working at Clairalpha Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Ryan Munoz	Frisco, TX	3

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