RIA Intel›Advisers›Michigan›ALPHA ASSET ADVISORS LLC

ALPHA ASSET ADVISORS LLC

Advisory

ROYAL OAK, MI

Data as of Feb 13, 2026 · Source: SEC Form ADV

Average account
$285K
across 46 accounts
AUM per adviser
$3M
4 advisers

Source: SEC Form ADV. Figures as filed Feb 13, 2026.

Total AUM
$13M
Discretionary %
100%
Clients
46
Employees
4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$13M
Discretionary AUM$13M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients46
Team
Total Employees4
Investment Advisers4
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

BESPOKE FINANCIAL PLANNING, LLC
$13M
SAVINGS COACH, LLC
TROY, MI
$13M
CHESSIE ADVISORS, LLC
$13M
PLANVESTING, LLC
$13M
FORD FINANCIAL FITNESS LLC
$13M
ACE MANAGEMENT, LLC
EAST LANSING, MI
$14M

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