PALMETTO BAY, FLCRD 138537Latest ADV March 20, 2026
Alhambra Investment Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palmetto Bay, FL. Its latest Form ADV filing, dated March 20, 2026, reports $320M in regulatory assets under management, 6 employees, 3 offices, and 533 accounts.
Assets Under Management
$320M
Employees
6
Offices
3 offices
Total Clients
202
Primary office
PALMETTO BAY, FL
8925 SW 148 STREET, SUITE 214, PALMETTO BAY, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.9% of total clients.
Top client categories% of clientsClients
1
Individuals
61.9%
125
2
HNWI
38.1%
77
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$320Mas of March 20, 2026
Discretionary77.9%
$249M
78% of total RAUM77.9%
Non-discretionary22.1%
$71M
22% of total RAUM22.1%
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$320M
Total Accounts533
10Y AUM Change+$174M (+119.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee34:1
10Y Employee Change0 (0.0%)
* 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.