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ALONGSIDE, LLC
CRD 333587File 801-131682
APPROVED
Retail clients
Custody
Filing as of Jun 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$878.6M
Above cohort median (national)
Discretionary AUM
$878.6M
Clients
2,122
3,903 accounts
Employees
3
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 15, 2025
- Principal office
- 3711 S MOPAC EXPY, SUITE 150, AUSTIN, TX, 78746
- Phone
- (512) 241-7341
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $878.6M
- Discretionary AUM
- $878.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,903
- Non-discretionary accounts
- 0
- Total accounts
- 3,903
- AUM per client
- $414K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 16 | $4.8M |
| Charitable organizations | Fewer than 5 | $2.2M |
| High net worth individuals | 191 | $385.9M |
| Individuals (other than high net worth individuals) | 1,912 | $485.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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 |
|---|---|---|---|
| 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.