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AI ALPHA LLC
CRD 334908File 801-134768
APPROVED
Filing as of Apr 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$200.0M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $200.0M
Clients
6
3 accounts
Employees
3
Below cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 20, 2025
- Principal office
- 5030 CORPORATE EXCHANGE BLVD., SUITE 201, GRAND RAPIDS, MI, 49512
- Phone
- 616-600-2060
- Website
- https://www.my-aialpha.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $200.0M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $200.0M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 3
- Total accounts
- 3
- AUM per client
- $33.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $0 |
| Other investment advisers | 5 | $200.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FEES FOR PROVIDING MODEL PORTFOLIOS AND INVESTMENT SIGNALS
Advisory activities
- Other advisory activities
- Portfolio management for investment companies
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 |
|---|---|---|---|
| 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.