Firm profile

ALTHUM ADVISORS LLC

MIAMI, FLCRD 315952Latest ADV March 18, 2026

Althum Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 18, 2026, reports $2.0B in regulatory assets under management, 11 employees, 3 offices, and 84 accounts.

Assets Under Management
$2.0B
Employees
11
Offices
3 offices
Total Clients
84
Primary office
MIAMI, FL
1441 BRICKELL AV. SUITE 1016, MIAMI, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOCarlos J. Gonzalez

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 67.9% of total clients.
Top client categories% of clientsClients
1
HNWI
67.9%
57
2
PERSONAL INVESTMENT COMPANIES FOR HIGH NET WORTH INDIVIDUALS
25.0%
21
3
Individuals
7.1%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.0Bas of March 18, 2026
Discretionary29.5%
$597M
29% of total RAUM29.5%
Non-discretionary70.5%
$1.4B
71% of total RAUM70.5%
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.

Total AUM$2.0B
Total Accounts84
10Y AUM Change+$2.0B

Employee Growth by Quarter

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

Total Employees11
Clients per Employee8:1
10Y Employee Change+10 (+1000.0%)

* 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.