Alpha Investment Consulting Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Milwaukee, WI. Its latest Form ADV filing, dated March 25, 2026, reports $714M in regulatory assets under management, 8 employees, and 11 accounts.
Assets Under Management
$714M
Employees
8
Offices
--
Total Clients
60
Primary office
MILWAUKEE, WI
111 EAST KILBOURN AVENUE, SUITE 1600, MILWAUKEE, WI, United States
Top client segmentPension Plans represent 45.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
45.0%
27
2
Charitable
31.7%
19
3
HNWI
23.3%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$714Mas of March 25, 2026
Discretionary100.0%
$714M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$714M
Total Accounts11
10Y AUM Change+$635M (+811.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee8:1
10Y Employee Change-1 (-11.1%)
* 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.