CLARAPHI ADVISORY NETWORK, LLC
CRD #165868 SEC #801-80575 ALISO VIEJO, CA 949-215-0025
SEC Registered
Total AUM
$382.5M
Discretionary
$382.5M
Employees
8
Clients
11
Accounts
2,422
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2023 | $382.5M | $382.5M | $0 | 8 | 4 |
| May 2023 | $382.5M | $382.5M | $0 | 8 | 4 |
| May 2023 | $382.5M | $382.5M | $0 | 8 | 4 |
| Mar 2023 | $382.5M | $382.5M | $0 | 8 | 4 |
| Sep 2022 | $969.9M | $964M | $5.9M | 29 | 4 |
| Aug 2022 | $969.9M | $964M | $5.9M | 29 | 4 |
| Aug 2022 | $969.9M | $964M | $5.9M | 29 | 4 |
| Jul 2022 | $969.9M | $964M | $5.9M | 29 | 4 |
| Jul 2022 | $969.9M | $964M | $5.9M | 29 | 4 |
| Jun 2022 | $969.9M | $964M | $5.9M | 29 | 4 |
| Jun 2022 | $969.9M | $964M | $5.9M | 29 | 4 |
| Jun 2022 | $969.9M | $964M | $5.9M | 29 | 4 |
| May 2022 | $969.9M | $964M | $5.9M | 29 | 4 |
| Apr 2022 | $969.9M | $964M | $5.9M | 29 | 4 |
| Apr 2022 | $969.9M | $964M | $5.9M | 29 | 4 |
| Mar 2022 | $1.1B | $1.1B | $0 | 44 | 4 |
| Oct 2021 | $1.1B | $1.1B | $0 | 44 | 4 |
| Oct 2021 | $1.1B | $1.1B | $0 | 44 | 4 |
| Jul 2021 | $1.1B | $1.1B | $0 | 44 | 4 |
| Jul 2021 | $1.1B | $1.1B | $0 | 44 | 4 |
| Jun 2021 | $1.1B | $1.1B | $0 | 44 | 4 |
| May 2021 | $1.1B | $1.1B | $0 | 44 | 4 |
| May 2021 | $1.1B | $1.1B | $0 | 44 | 4 |
| Apr 2021 | $1.1B | $1.1B | $0 | 44 | 4 |
| Apr 2021 | $1.1B | $1.1B | $0 | 44 | 4 |
| Mar 2021 | $1.1B | $1.1B | $0 | 44 | 4 |
| Feb 2021 | $894.2M | $894.2M | $0 | 45 | 30 |
| Jan 2021 | $894.2M | $894.2M | $0 | 45 | 30 |
| Jan 2021 | $894.2M | $894.2M | $0 | 45 | 30 |
| Jan 2021 | $894.2M | $894.2M | $0 | 45 | 30 |
| Dec 2020 | $894.2M | $894.2M | $0 | 45 | 30 |
| Nov 2020 | $894.2M | $894.2M | $0 | 45 | 30 |
| Oct 2020 | $894.2M | $894.2M | $0 | 45 | 30 |
| Aug 2020 | $894.2M | $894.2M | $0 | 45 | 30 |
| Aug 2020 | $894.2M | $894.2M | $0 | 45 | 30 |
| Aug 2020 | $894.2M | $894.2M | $0 | 45 | 30 |
| Jun 2020 | $894.2M | $894.2M | $0 | 45 | 30 |
| Jun 2020 | $894.2M | $894.2M | $0 | 45 | 30 |
| Jun 2020 | $894.2M | $894.2M | $0 | 45 | 30 |
| Jun 2020 | $894.2M | $894.2M | $0 | 45 | 30 |
| Jun 2020 | $894.2M | $894.2M | $0 | 45 | 30 |
| Apr 2020 | $894.2M | $894.2M | $0 | 45 | 30 |
| Apr 2020 | $894.2M | $894.2M | $0 | 45 | 30 |
| Apr 2020 | $894.2M | $894.2M | $0 | 45 | 30 |
| Mar 2020 | $894.2M | $894.2M | $0 | 45 | 30 |
| Mar 2020 | $894.2M | $894.2M | $0 | 45 | 30 |
| Mar 2020 | $594.9M | $594.9M | $0 | 32 | 25 |
| Nov 2019 | $594.9M | $594.9M | $0 | 32 | 25 |
| Oct 2019 | $594.9M | $594.9M | $0 | 32 | 25 |
| Sep 2019 | $594.9M | $594.9M | $0 | 32 | 25 |
| Sep 2019 | $594.9M | $594.9M | $0 | 32 | 25 |
| Sep 2019 | $594.9M | $594.9M | $0 | 32 | 25 |
| Aug 2019 | $594.9M | $594.9M | $0 | 32 | 25 |
| Aug 2019 | $594.9M | $594.9M | $0 | 32 | 25 |
| Aug 2019 | $594.9M | $594.9M | $0 | 32 | 25 |
| Aug 2019 | $594.9M | $594.9M | $0 | 32 | 25 |
| Aug 2019 | $594.9M | $594.9M | $0 | 32 | 25 |
| Aug 2019 | $594.9M | $594.9M | $0 | 32 | 25 |
| Jul 2019 | $594.9M | $594.9M | $0 | 32 | 25 |
| Jul 2019 | $594.9M | $594.9M | $0 | 32 | 25 |
| Jul 2019 | $594.9M | $594.9M | $0 | 32 | 25 |
| Jul 2019 | $594.9M | $594.9M | $0 | 32 | 25 |
| Jul 2019 | $594.9M | $594.9M | $0 | 32 | 25 |
| Jul 2019 | $594.9M | $594.9M | $0 | 32 | 25 |
| Jul 2019 | $594.9M | $594.9M | $0 | 32 | 25 |
| May 2019 | $594.9M | $594.9M | $0 | 32 | 25 |
| May 2019 | $594.9M | $594.9M | $0 | 32 | 25 |
| May 2019 | $594.9M | $594.9M | $0 | 32 | 25 |
| Mar 2019 | $494.5M | $494.5M | $0 | 32 | 25 |
| Apr 2018 | $382.8M | $382.8M | $0 | 35 | 25 |
| Apr 2018 | $382.8M | $382.8M | $0 | 35 | 25 |
| Mar 2018 | $382.8M | $382.8M | $0 | 35 | 25 |
| Aug 2017 | $349.7M | $300.7M | $49.1M | 26 | 1,800 |
| Jun 2017 | $349.7M | $300.7M | $49.1M | 26 | 1,800 |
| Jun 2017 | $349.7M | $300.7M | $49.1M | 26 | 1,800 |
| May 2017 | $349.7M | $300.7M | $49.1M | 26 | 1,800 |
| Apr 2017 | $349.7M | $300.7M | $49.1M | 26 | 1,800 |
| Apr 2017 | $349.7M | $300.7M | $49.1M | 26 | 1,800 |
| Oct 2016 | $180.1M | $156.5M | $23.6M | 19 | 900 |
| Sep 2016 | $180.1M | $156.5M | $23.6M | 19 | 900 |
| Mar 2016 | $180.1M | $156.5M | $23.6M | 19 | 900 |
| Mar 2016 | $129.8M | $109.2M | $20.6M | 8 | 500 |
| Feb 2016 | $129.8M | $109.2M | $20.6M | 8 | 500 |
| Jan 2016 | $129.8M | $109.2M | $20.6M | 8 | 500 |
| Apr 2015 | $129.8M | $109.2M | $20.6M | 8 | 500 |
| Mar 2015 | $129.8M | $109.2M | $20.6M | 8 | 500 |
| Jan 2015 | $117.8M | $103.2M | $14.6M | 8 | 400 |
| Dec 2014 | $117.8M | $103.2M | $14.6M | 8 | 400 |
| Nov 2014 | $117.8M | $103.2M | $14.6M | 8 | 400 |
DateDec 2023
Total AUM$382.5M
Discretionary$382.5M
Non-Disc.$0
Employees8
Clients4
DateMay 2023
Total AUM$382.5M
Discretionary$382.5M
Non-Disc.$0
Employees8
Clients4
DateMay 2023
Total AUM$382.5M
Discretionary$382.5M
Non-Disc.$0
Employees8
Clients4
DateMar 2023
Total AUM$382.5M
Discretionary$382.5M
Non-Disc.$0
Employees8
Clients4
DateSep 2022
Total AUM$969.9M
Discretionary$964M
Non-Disc.$5.9M
Employees29
Clients4
DateAug 2022
Total AUM$969.9M
Discretionary$964M
Non-Disc.$5.9M
Employees29
Clients4
DateAug 2022
Total AUM$969.9M
Discretionary$964M
Non-Disc.$5.9M
Employees29
Clients4
DateJul 2022
Total AUM$969.9M
Discretionary$964M
Non-Disc.$5.9M
Employees29
Clients4
DateJul 2022
Total AUM$969.9M
Discretionary$964M
Non-Disc.$5.9M
Employees29
Clients4
DateJun 2022
Total AUM$969.9M
Discretionary$964M
Non-Disc.$5.9M
Employees29
Clients4
DateJun 2022
Total AUM$969.9M
Discretionary$964M
Non-Disc.$5.9M
Employees29
Clients4
DateJun 2022
Total AUM$969.9M
Discretionary$964M
Non-Disc.$5.9M
Employees29
Clients4
DateMay 2022
Total AUM$969.9M
Discretionary$964M
Non-Disc.$5.9M
Employees29
Clients4
DateApr 2022
Total AUM$969.9M
Discretionary$964M
Non-Disc.$5.9M
Employees29
Clients4
DateApr 2022
Total AUM$969.9M
Discretionary$964M
Non-Disc.$5.9M
Employees29
Clients4
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees44
Clients4
DateOct 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees44
Clients4
DateOct 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees44
Clients4
DateJul 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees44
Clients4
DateJul 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees44
Clients4
DateJun 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees44
Clients4
DateMay 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees44
Clients4
DateMay 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees44
Clients4
DateApr 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees44
Clients4
DateApr 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees44
Clients4
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees44
Clients4
DateFeb 2021
Total AUM$894.2M
Discretionary$894.2M
Non-Disc.$0
Employees45
Clients30
DateJan 2021
Total AUM$894.2M
Discretionary$894.2M
Non-Disc.$0
Employees45
Clients30
DateJan 2021
Total AUM$894.2M
Discretionary$894.2M
Non-Disc.$0
Employees45
Clients30
DateJan 2021
Total AUM$894.2M
Discretionary$894.2M
Non-Disc.$0
Employees45
Clients30
DateDec 2020
Total AUM$894.2M
Discretionary$894.2M
Non-Disc.$0
Employees45
Clients30
DateNov 2020
Total AUM$894.2M
Discretionary$894.2M
Non-Disc.$0
Employees45
Clients30
DateOct 2020
Total AUM$894.2M
Discretionary$894.2M
Non-Disc.$0
Employees45
Clients30
DateAug 2020
Total AUM$894.2M
Discretionary$894.2M
Non-Disc.$0
Employees45
Clients30
DateAug 2020
Total AUM$894.2M
Discretionary$894.2M
Non-Disc.$0
Employees45
Clients30
DateAug 2020
Total AUM$894.2M
Discretionary$894.2M
Non-Disc.$0
Employees45
Clients30
DateJun 2020
Total AUM$894.2M
Discretionary$894.2M
Non-Disc.$0
Employees45
Clients30
DateJun 2020
Total AUM$894.2M
Discretionary$894.2M
Non-Disc.$0
Employees45
Clients30
DateJun 2020
Total AUM$894.2M
Discretionary$894.2M
Non-Disc.$0
Employees45
Clients30
DateJun 2020
Total AUM$894.2M
Discretionary$894.2M
Non-Disc.$0
Employees45
Clients30
DateJun 2020
Total AUM$894.2M
Discretionary$894.2M
Non-Disc.$0
Employees45
Clients30
DateApr 2020
Total AUM$894.2M
Discretionary$894.2M
Non-Disc.$0
Employees45
Clients30
DateApr 2020
Total AUM$894.2M
Discretionary$894.2M
Non-Disc.$0
Employees45
Clients30
DateApr 2020
Total AUM$894.2M
Discretionary$894.2M
Non-Disc.$0
Employees45
Clients30
DateMar 2020
Total AUM$894.2M
Discretionary$894.2M
Non-Disc.$0
Employees45
Clients30
DateMar 2020
Total AUM$894.2M
Discretionary$894.2M
Non-Disc.$0
Employees45
Clients30
DateMar 2020
Total AUM$594.9M
Discretionary$594.9M
Non-Disc.$0
Employees32
Clients25
DateNov 2019
Total AUM$594.9M
Discretionary$594.9M
Non-Disc.$0
Employees32
Clients25
DateOct 2019
Total AUM$594.9M
Discretionary$594.9M
Non-Disc.$0
Employees32
Clients25
DateSep 2019
Total AUM$594.9M
Discretionary$594.9M
Non-Disc.$0
Employees32
Clients25
DateSep 2019
Total AUM$594.9M
Discretionary$594.9M
Non-Disc.$0
Employees32
Clients25
DateSep 2019
Total AUM$594.9M
Discretionary$594.9M
Non-Disc.$0
Employees32
Clients25
DateAug 2019
Total AUM$594.9M
Discretionary$594.9M
Non-Disc.$0
Employees32
Clients25
DateAug 2019
Total AUM$594.9M
Discretionary$594.9M
Non-Disc.$0
Employees32
Clients25
DateAug 2019
Total AUM$594.9M
Discretionary$594.9M
Non-Disc.$0
Employees32
Clients25
DateAug 2019
Total AUM$594.9M
Discretionary$594.9M
Non-Disc.$0
Employees32
Clients25
DateAug 2019
Total AUM$594.9M
Discretionary$594.9M
Non-Disc.$0
Employees32
Clients25
DateAug 2019
Total AUM$594.9M
Discretionary$594.9M
Non-Disc.$0
Employees32
Clients25
DateJul 2019
Total AUM$594.9M
Discretionary$594.9M
Non-Disc.$0
Employees32
Clients25
DateJul 2019
Total AUM$594.9M
Discretionary$594.9M
Non-Disc.$0
Employees32
Clients25
DateJul 2019
Total AUM$594.9M
Discretionary$594.9M
Non-Disc.$0
Employees32
Clients25
DateJul 2019
Total AUM$594.9M
Discretionary$594.9M
Non-Disc.$0
Employees32
Clients25
DateJul 2019
Total AUM$594.9M
Discretionary$594.9M
Non-Disc.$0
Employees32
Clients25
DateJul 2019
Total AUM$594.9M
Discretionary$594.9M
Non-Disc.$0
Employees32
Clients25
DateJul 2019
Total AUM$594.9M
Discretionary$594.9M
Non-Disc.$0
Employees32
Clients25
DateMay 2019
Total AUM$594.9M
Discretionary$594.9M
Non-Disc.$0
Employees32
Clients25
DateMay 2019
Total AUM$594.9M
Discretionary$594.9M
Non-Disc.$0
Employees32
Clients25
DateMay 2019
Total AUM$594.9M
Discretionary$594.9M
Non-Disc.$0
Employees32
Clients25
DateMar 2019
Total AUM$494.5M
Discretionary$494.5M
Non-Disc.$0
Employees32
Clients25
DateApr 2018
Total AUM$382.8M
Discretionary$382.8M
Non-Disc.$0
Employees35
Clients25
DateApr 2018
Total AUM$382.8M
Discretionary$382.8M
Non-Disc.$0
Employees35
Clients25
DateMar 2018
Total AUM$382.8M
Discretionary$382.8M
Non-Disc.$0
Employees35
Clients25
DateAug 2017
Total AUM$349.7M
Discretionary$300.7M
Non-Disc.$49.1M
Employees26
Clients1,800
DateJun 2017
Total AUM$349.7M
Discretionary$300.7M
Non-Disc.$49.1M
Employees26
Clients1,800
DateJun 2017
Total AUM$349.7M
Discretionary$300.7M
Non-Disc.$49.1M
Employees26
Clients1,800
DateMay 2017
Total AUM$349.7M
Discretionary$300.7M
Non-Disc.$49.1M
Employees26
Clients1,800
DateApr 2017
Total AUM$349.7M
Discretionary$300.7M
Non-Disc.$49.1M
Employees26
Clients1,800
DateApr 2017
Total AUM$349.7M
Discretionary$300.7M
Non-Disc.$49.1M
Employees26
Clients1,800
DateOct 2016
Total AUM$180.1M
Discretionary$156.5M
Non-Disc.$23.6M
Employees19
Clients900
DateSep 2016
Total AUM$180.1M
Discretionary$156.5M
Non-Disc.$23.6M
Employees19
Clients900
DateMar 2016
Total AUM$180.1M
Discretionary$156.5M
Non-Disc.$23.6M
Employees19
Clients900
DateMar 2016
Total AUM$129.8M
Discretionary$109.2M
Non-Disc.$20.6M
Employees8
Clients500
DateFeb 2016
Total AUM$129.8M
Discretionary$109.2M
Non-Disc.$20.6M
Employees8
Clients500
DateJan 2016
Total AUM$129.8M
Discretionary$109.2M
Non-Disc.$20.6M
Employees8
Clients500
DateApr 2015
Total AUM$129.8M
Discretionary$109.2M
Non-Disc.$20.6M
Employees8
Clients500
DateMar 2015
Total AUM$129.8M
Discretionary$109.2M
Non-Disc.$20.6M
Employees8
Clients500
DateJan 2015
Total AUM$117.8M
Discretionary$103.2M
Non-Disc.$14.6M
Employees8
Clients400
DateDec 2014
Total AUM$117.8M
Discretionary$103.2M
Non-Disc.$14.6M
Employees8
Clients400
DateNov 2014
Total AUM$117.8M
Discretionary$103.2M
Non-Disc.$14.6M
Employees8
Clients400