Alpha-Lab Asset Management Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 25, 2026, reports $8M in regulatory assets under management, 2 employees, and 15 accounts.
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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 25.0% of total clients.
Top client categories% of clientsClients
1
Individuals
25.0%
1
2
HNWI
25.0%
1
3
Pooled Investment Vehicles
25.0%
1
4
EXTERNAL WRAP ADVISORY PROGRAM
25.0%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8Mas of March 25, 2026
Discretionary97.7%
$8M
98% of total RAUM97.7%
Non-discretionary2.3%
$188K
2% of total RAUM2.3%
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$8M
Total Accounts15
10Y AUM Change+$8M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee2:1
10Y Employee Change0 (0.0%)
* 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.