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ALTERNATIVE INVESTMENT ADVISORS, LLC

CRD 160108File 801-117266
APPROVED
Retail clients
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$385.9M
Below cohort median (national)
Discretionary AUM
$375.5M
Non-discretionary $10.4M
Clients
1,424
2,817 accounts
Employees
15
Above cohort median in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Aug 27, 2019
Principal office
341 N MAITLAND AVENUE, SUITE 132, MAITLAND, FL, 32751
Phone
407-261-4242

Assets & accounts

ADV Item 5F
Total regulatory AUM
$385.9M
Discretionary AUM
$375.5M
Non-discretionary AUM
$10.4M
Discretionary accounts
2,811
Non-discretionary accounts
6
Total accounts
2,817
AUM per client
$271K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals69$124.8M
Pension and profit sharing plans6$10.4M
Individuals (other than high net worth individuals)1,349$250.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Other
  • Financial planning services
  • Selection of other advisers
  • 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 11
  • Q11G
  • Q11E1
  • Q11E2
  • Q11E4

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees1215increased by3
Apr 1, 2026Clients1,3421,424increased by82
Apr 1, 2026AUM$341,046,660$385,868,347increased by$44,821,687
Apr 1, 2026Accounts2,6042,817increased by213
May 1, 2025
vs Oct 1, 2022
Employees812increased by4
May 1, 2025
vs Oct 1, 2022
Clients1,0551,342increased by287
May 1, 2025
vs Oct 1, 2022
AUM$246,652,986$341,046,660increased by$94,393,674
May 1, 2025
vs Oct 1, 2022
Accounts2,0262,604increased by578
Apr 1, 2022Clients8011,055increased by254
Apr 1, 2022AUM$183,078,296$246,652,986increased by$63,574,690
Apr 1, 2022Accounts1,6312,026increased by395
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ALTERNATIVE INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALTERNATIVE 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.