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ALPHA ZERO LLC
CRD 319050File 801-124738
APPROVED
Retail clients
Custody
Filing as of Sep 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$269.8M
Below cohort median (national)
Discretionary AUM
$255.8M
Non-discretionary $14.0M
Clients
422
456 accounts
Employees
17
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 22, 2022
- Principal office
- 2500 NORTH MILITARY TRAIL, SUITE 320, BOCA RATON, FL, 33431
- Phone
- (561) 576-2599
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $269.8M
- Discretionary AUM
- $255.8M
- Non-discretionary AUM
- $14.0M
- Discretionary accounts
- 423
- Non-discretionary accounts
- 33
- Total accounts
- 456
- AUM per client
- $639K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 87 | $199.8M |
| Pooled investment vehicles | 1 | $11.5M |
| Individuals (other than high net worth individuals) | 334 | $58.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Employees | 8 | 17 | increased by9 |
| Apr 1, 2026 | Clients | 323 | 422 | increased by99 |
| Apr 1, 2026 | AUM | $183,214,928 | $269,778,311 | increased by$86,563,383 |
| Apr 1, 2026 | Accounts | 707 | 456 | decreased by251 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 6 | 8 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $183,214,928 | increased by$183,214,928 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 707 | increased by707 |
| Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALPHA ZERO” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALPHA ZERO” 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.