H
Halal Alpha
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Halal Alpha is registered as an investment manager focused on pooled vehicles and institutional accounts and provides discretionary portfolio management, tailored financial planning, and a subscription securities‑rating service. Its portfolio services include creating investment policy statements and ongoing monitoring to align portfolios with clients’ stated objectives and constraints.
The firm follows a values‑based investment approach that emphasizes equities and non‑U.S. securities while excluding industries and interest‑bearing instruments inconsistent with halal principles, and it employs fundamental and quantitative analysis with a long‑term trading orientation. Halal Alpha typically seeks discretionary authority to implement allocations and documents client restrictions and risk tolerances in written investment policies.
Distinctive aspects include a paid subscription securities‑rating product and an hourly‑billed financial planning offering, features that are uncommon among peers in this category, and the firm also accepts performance‑based arrangements for qualified accounts. The firm was recently formed and reported no assets under management at the time of its brochure filing, a factor prospective institutional clients may consider when assessing operational scale.
Client services
Financial planning
Portfolio management
Security ratings or pricing
Expertise
Passive / index investing
Fee options
$1 - $250,000: 2.00% $250,001 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.25% $5,000,001+: 1.00%
$500 to $1,000 per hour
0.00% AUM plus 25.00% of capital appreciation for qualified clients
$500 annually
Main office location
Halal Alpha
Frisco TX, United States
Number of offices
1
Most active in
Halal Alpha has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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