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ALPHA INVESTMENT CONSULTING GROUP, LLC
CRD 139721File 801-66652
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$713.6M
Above cohort median (national)
Discretionary AUM
$713.6M
Clients
60
11 accounts
Employees
8
Above cohort median in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 9, 2006
- Principal office
- 111 EAST KILBOURN AVENUE, SUITE 1600, MILWAUKEE, WI, 53202
- Phone
- 414-319-4100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $713.6M
- Discretionary AUM
- $713.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 11
- Non-discretionary accounts
- 0
- Total accounts
- 11
- AUM per client
- $11.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 19 | $142.0M |
| High net worth individuals | 14 | $12.2M |
| Pension and profit sharing plans | 27 | $559.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.