WINTER PARK, FLCRD 141006Latest ADV February 18, 2026
Alphaq Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Winter Park, FL. Its latest Form ADV filing, dated February 18, 2026, reports $91M in regulatory assets under management, 2 employees, 1 office, and 280 accounts.
Assets Under Management
$91M
Employees
2
Offices
1 office
Total Clients
87
Primary office
WINTER PARK, FL
941 W. MORSE BLVD., SUITE 100, WINTER PARK, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.6% of total clients.
Top client categories% of clientsClients
1
Individuals
73.6%
64
2
HNWI
25.3%
22
3
Corporations
1.1%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$91Mas of February 18, 2026
Discretionary87.2%
$79M
87% of total RAUM87.2%
Non-discretionary12.8%
$12M
13% of total RAUM12.8%
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$91M
Total Accounts280
10Y AUM Change$-12M (-12.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee44:1
10Y Employee Change-1 (-33.3%)
* 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.