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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-2016
- Office Locations
- 2
Office Locations
About Cleveralpha
CleverAlpha is a retail digital advisor offering automated, goal- and risk-based portfolio management built with diversified, low-cost ETFs. Clients can open accounts fully online and get ongoing monitoring plus AI-driven portfolio insights, retirement planning tools, and tax-aware guidance (asset location/withdrawal strategies). Fees are a simple 25 bps, with custody including Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Richard Cabanes
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2941600
- Ownership
- 50% but less than 75%
LUCIO ISMAEL FLORES
CHIEF TECHNOLOGY OFFICER
- CRD
- #6463500
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,324,971 | $382,770 |
| Non-Discretionary | $0 | -- |
| Total | $28,324,971 | $382,770 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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