FOREST CITY, IACRD 334827Latest ADV March 11, 2026
Alphabit Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Forest City, IA. Its latest Form ADV filing, dated March 11, 2026, reports $8M in regulatory assets under management, 5 employees, 2 offices, and 1 account.
Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8Mas of March 11, 2026
Discretionary100.0%
$8M
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$8M
Total Accounts1
10Y AUM Change+$8M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee0:1
10Y Employee Change+3 (+150.0%)
* 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.