RIA Intel›Advisers›Michigan›ADVISORY ALPHA, LLC

ADVISORY ALPHA, LLC

Advisory

N·HOLLAND, MI

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$4.4B
1-Year AUM Growth
+67.8%
3-Year CAGR
+32.7%
Employees
61
Assets Under Management
Total AUM$4.4B
Discretionary AUM$4.4B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients13,126
Team
Total Employees61
Investment Advisers66
Employee Growth (1Y)+20.0%
Filing History
Total Filings on Record89
First FilingJun 8, 2011
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 89 historical filings spanning 15+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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