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ADVISORY ALPHA, LLC
CRD 158282File 801-72499
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.37B
Top 25% of cohort (national)
Discretionary AUM
$4.37B
Clients
13,831
24,401 accounts
Employees
66
Top 10% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 14, 2011
- Principal office
- 348 S WAVERLY RD, SUITE 100, HOLLAND, MI, 49423
- Phone
- 866-530-1400
- Website
- HTTP://WWW.ADVISORYALPHA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.37B
- Discretionary AUM
- $4.37B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 24,401
- Non-discretionary accounts
- 0
- Total accounts
- 24,401
- AUM per client
- $316K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 4,999 | $1.96B |
| High net worth individuals | 458 | $909.7M |
| Pension and profit sharing plans | 33 | $42.4M |
| Individuals (other than high net worth individuals) | 8,341 | $1.47B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- 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
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D1
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.