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SUPREME ALLIANCE LLC
CRD 45348File 801-108980
APPROVED
Retail clients
Disclosure events
Filing as of Jun 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$35.3M
Bottom 25% of cohort (national)
Discretionary AUM
$19.5M
Non-discretionary $15.9M
Clients
109
107 accounts
Employees
16
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 23, 2017
- Principal office
- Not reported
- Phone
- 561-460-2870
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $35.3M
- Discretionary AUM
- $19.5M
- Non-discretionary AUM
- $15.9M
- Discretionary accounts
- 57
- Non-discretionary accounts
- 50
- Total accounts
- 107
- AUM per client
- $324K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 23 | $5.2M |
| Individuals (other than high net worth individuals) | 86 | $30.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Commissions
- Hourly charges
- Other (described) — FLAT-FEE CAN BE NEGOTIATED FOR SPECIFIC ENGAGEMENTS
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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- Q11D2
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 16 | increased by2 |
| Apr 1, 2026 | Clients | 78 | 109 | increased by31 |
| Apr 1, 2026 | AUM | $18,279,631 | $35,314,242 | increased by$17,034,611 |
| Apr 1, 2026 | Accounts | 77 | 107 | increased by30 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 14 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 121 | 78 | decreased by43 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $15,780,900 | $18,279,631 | increased by$2,498,731 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 118 | 77 | decreased by41 |
| 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 “SUPREME ALLIANCE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SUPREME ALLIANCE” 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.