ALPHA ANALYTICS INVESTMENT GROUP LLC

Overview

Alpha Analytics Investment Group LLC is a small, privately owned RIA that provides portfolio management to individuals, families and businesses. The firm registers with the SEC in 2018 and operates primarily as an adviser that blends managed equity exposure with selected outside fund allocations. Its client base is concentrated — high-net-worth individuals and family clients make up most relationships — and the firm offers both discretionary and non-discretionary arrangements. Fee arrangements include a percentage of assets under management plus hourly and other fees, which supports both ongoing portfolio oversight and episodic consulting work. Investment activity centers on exchange-traded equities as the core exposure, supplemented by mutual funds and allocations to third‑party alternative managers. The firm does not position itself as an ESG investor and is not set up as a multi-state adviser. Alpha Analytics also lists a law firm among its industry affiliations, which may reflect referral or professional-service relationships rather than investment products.

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Location & Offices