RIA Intel›Advisers›Florida›FUNDAMENTAL INVESTMENT ALLIANCE GROUP, INC.

FUNDAMENTAL INVESTMENT ALLIANCE GROUP, INC.

Advisory

LUTZ, FL

Data as of Apr 14, 2026 · Source: SEC Form ADV

Rank in FL

#2,169

of 2,610 advisers by AUM

Average account

$1M

across 9 accounts

AUM per adviser

$5M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 14, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

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

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DELTA HEDGE FINANCIAL, LLC

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LINGE CAPITAL MANAGEMENT INC.

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$11M

-64.6% 1Y

MFM CAPITAL MANAGEMENT, INC.

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$11M

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