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ALPHA INVESTMENT CONSULTING GROUP, LLC
CRD 139721File 801-66652
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 67 | 60 | decreased by7 |
| Apr 1, 2026 | AUM | $635,720,897 | $713,594,230 | increased by$77,873,333 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $458,658,880 | $635,720,897 | increased by$177,062,017 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5 | 11 | increased by6 |
| Apr 1, 2022 | Clients | 5 | — | |
| Apr 1, 2022 | AUM | $394,191,439 | $458,658,880 | increased by$64,467,441 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALPHA INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALPHA INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.