Firm profile

ALPHA SOLUTIONS INVESTMENT ADVISORS

SOUTH SAN FRANCISCO, CACRD 156541Latest ADV March 24, 2026

Alpha Solutions Investment Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in South San Francisco, CA. Its latest Form ADV filing, dated March 24, 2026, reports $397M in regulatory assets under management, 6 employees, and 633 accounts.

Assets Under Management
$397M
Employees
6
Offices
--
Total Clients
446
Primary office
SOUTH SAN FRANCISCO, CA
400 OYSTER POINT BLVD., SUITE 407, SOUTH SAN FRANCISCO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOAnthony T. Sam
CCOAnthony T. Sam

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 52.7% of total clients.
Top client categories% of clientsClients
1
HNWI
52.7%
235
2
Individuals
35.9%
160
3
Corporations
5.2%
23
4
HSBA, 529, AND 401K PLANS
2.9%
13
5
Pension Plans
2.7%
12
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$397Mas of March 24, 2026
Discretionary100.0%
$397M
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.

Total AUM$397M
Total Accounts633
10Y AUM Change+$292M (+277.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee74:1
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.