Alpha Cubed Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Costa Mesa, CA. Its latest Form ADV filing, dated March 23, 2026, reports $3.8B in regulatory assets under management, 29 employees, 5 offices, and 5,128 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.6% of total clients.
Top client categories% of clientsClients
1
HNWI
63.6%
1,309
2
Individuals
36.4%
749
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.8Bas of March 23, 2026
Discretionary99.6%
$3.8B
100% of total RAUM99.6%
Non-discretionary0.4%
$13M
0% of total RAUM0.4%
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$3.8B
Total Accounts5,128
10Y AUM Change+$3.1B (+478.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee71:1
10Y Employee Change-5 (-14.7%)
* 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.