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CLARAPHI ADVISORY NETWORK, LLC
CRD 165868File 801-80575
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Dec 1, 2023
Feed vintage Aug 17, 2026
Regulatory AUM
$382.5M
Below cohort median (national)
Discretionary AUM
$382.5M
Clients
1,504
2,422 accounts
Employees
8
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Dec 4, 2014
- Principal office
- 120 VANTIS DRIVE, SUITE 585, ALISO VIEJO, CA, 92656
- Phone
- 949-215-0025
- Website
- HTTP://WWW.CLARAPHI.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $382.5M
- Discretionary AUM
- $382.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,422
- Non-discretionary accounts
- 0
- Total accounts
- 2,422
- AUM per client
- $254K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 26 | $11.1M |
| High net worth individuals | 105 | $126.9M |
| Pension and profit sharing plans | 11 | $10.0M |
| Individuals (other than high net worth individuals) | 1,362 | $234.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.