ALTERNATIVE INVESTMENT ADVISORS, LLC

Company Profile

As of Date 03/27/2026
ADV Location United States, FL
Websites
AUM* 385,868,347 30%
of that, discretionary 375,455,606 41%
Number of Employees 16 14%
of those in investment advisory functions 12 20%
Private Fund GAV* 0
Avg Account Size 136,978 40%
High Net Worth 4.85% 57%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Disclosure Reporting

11.E(1) SRO found false statement
11.E(2) SRO found rule violation
11.E(4) SRO disciplined (expelled/suspended/barred)
11.G Currently subject to regulatory proceeding
View 1 DRP Record

Recent News

Reported AUM

375M 322M 268M 215M 161M 107M 54M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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