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| Alternative Investment Advisors LLC
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|---|---|
| CRD # | 160108 |
| SEC # | 801-117266 |
| CIK # | 0002009486 |
| AUM | 385.9 M (2026-03-27) |
| Employees | 15 (73% Investors, 13% Brokers) |
| Fees | |
| Minimum | |
| Phone | 407-261-4242 |
| Address | 341 N Maitland Avenue Maitland, FL 32751 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lam Research Corp | 3.9 | ||
| Nvidia Corp | 3.8 | ||
| Palomar Holdings Inc | 2.8 | ||
| Kinder Morgan Inc | 2.7 | ||
| International Business Machines Corp | 2.6 | ||
| Amazon Com Inc | 2.1 | ||
| Appfolio Inc | 2.0 | ||
| Apple Inc | 1.7 | ||
| SPDR Gold Trust | 1.7 | ||
| Alphabet Inc | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,349 | 250.7 |
| (b) Individuals (high net worth individuals) | 69 | 124.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 10.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,817 | 385.9 |
| By Discretionary | ||
| Discretionary | 2,811 | 375.5 |
| Non-Discretionary | 6 | 10.4 |
| Total | 2,817 | 385.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 385.5 | |
| Total | 2,817 | 385.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002009486] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Legend Financial Advisors Inc
✚
|
PA | 389.9 M |
|
Vermillion Financial Advisors Inc
✚
|
IL | 386.7 M |
|
Canter Strategic Wealth Management LLC
✚
|
CA | 386.5 M |
|
Elevate Wealth Advisory Inc
✚
|
GA | 385.5 M |
|
Realta Investment Advisors Inc
✚
|
DE | 385.4 M |
|
Wealth Management Resources Inc
✚
|
RI | 385.2 M |
|
Vista Investment Partners II LLC
✚
|
IN | 383.1 M |
|
The Strategic Financial Alliance Inc
✚
|
GA | 382.0 M |
|
Wolff Wiese Magana LLC
✚
|
CA | 381.8 M |
|
Pecaut & Co
✚
|
IA | 381.8 M |