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ALPHAQ ADVISORS
Legal name: ALPHAQ ADVISORS LLC
CRD 141006File 801-121907
APPROVED
Retail clients
Filing as of Feb 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$90.6M
Bottom 25% of cohort (national)
Discretionary AUM
$79.0M
Non-discretionary $11.6M
Clients
87
280 accounts
Employees
2
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 30, 2021
- Principal office
- 941 W. MORSE BLVD., SUITE 100, WINTER PARK, FL, 32789
- Phone
- 407-982-4550
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $90.6M
- Discretionary AUM
- $79.0M
- Non-discretionary AUM
- $11.6M
- Discretionary accounts
- 275
- Non-discretionary accounts
- 5
- Total accounts
- 280
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $74K |
| High net worth individuals | 22 | $69.9M |
| Individuals (other than high net worth individuals) | 64 | $20.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
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 |
|---|---|---|---|---|
| Mar 1, 2026 | Custody | Yes | No | |
| Mar 1, 2026 | Clients | 81 | 87 | increased by6 |
| Mar 1, 2026 | AUM | $59,462,442 | $90,630,000 | increased by$31,167,558 |
| Mar 1, 2026 | Accounts | 186 | 280 | increased by94 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 2 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 205 | 81 | decreased by124 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $220,000,000 | $59,462,442 | decreased by$160,537,558 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 550 | 186 | decreased by364 |
| Sep 1, 2022 | Employees | 6 | 7 | increased by1 |
| Sep 1, 2022 | Clients | 148 | 205 | increased by57 |
| Sep 1, 2022 | AUM | $95,000,000 | $220,000,000 | increased by$125,000,000 |
| Sep 1, 2022 | Accounts | 365 | 550 | increased by185 |
| May 1, 2022 | Employees | 3 | 6 | increased by3 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALPHAQ ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALPHAQ ADVISORS” 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.