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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 Aug 17, 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 |
|---|---|---|---|
| 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.