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ALINEA ADVISORY SERVICES LLC
CRD 311782File 801-120032
APPROVED
Retail clients
Filing as of Sep 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$66.6M
Bottom 25% of cohort (national)
Discretionary AUM
$47.5M
Non-discretionary $19.1M
Clients
115,693
115,693 accounts
Employees
10
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 26, 2021
- Principal office
- 46 HOWARD STREET, NEW YORK, NY, 10013
- Phone
- 516-469-9482
- Website
- https://alinea-invest.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $66.6M
- Discretionary AUM
- $47.5M
- Non-discretionary AUM
- $19.1M
- Discretionary accounts
- 86,216
- Non-discretionary accounts
- 29,477
- Total accounts
- 115,693
- AUM per client
- $576
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 115,693 | $66.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Subscription fees
Advisory activities
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 1 | 10 | increased by9 |
| Apr 1, 2026 | Clients | 35,075 | 115,693 | increased by80,618 |
| Apr 1, 2026 | AUM | $12,571,274 | $66,605,795 | increased by$54,034,521 |
| Apr 1, 2026 | Accounts | 35,075 | 115,693 | increased by80,618 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $12,571,274 | increased by$12,571,274 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 35,075 | increased by35,075 |
| 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 “ALINEA ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALINEA ADVISORY” 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.