LOS ANGELES, CACRD 109844Latest ADV March 25, 2026
Alpha Analytics Investment Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 25, 2026, reports $253M in regulatory assets under management, 2 employees, and 187 accounts.
Assets Under Management
$253M
Employees
2
Offices
--
Total Clients
68
Primary office
LOS ANGELES, CA
1901 AVENUE OF THE STARS, SUITE 1100, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.8% of total clients.
Top client categories% of clientsClients
1
HNWI
58.8%
40
2
Individuals
41.2%
28
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$253Mas of March 25, 2026
Discretionary30.0%
$76M
30% of total RAUM30.0%
Non-discretionary70.0%
$177M
70% of total RAUM70.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$253M
Total Accounts187
10Y AUM Change+$126M (+99.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee34:1
10Y Employee Change-2 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.